Mosaic Financial Group’s KKR & Co KKR Stock Holding History

Mosaic Financial Group’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$827K	Buy	9,015 +2,004	+29%	+$194K	0.53%	44
2026 Q1	$649K	Buy	7,011 +11	+0.2%	+$1.16K	0.46%	48
2025 Q4	$892K	Hold	7,000	–	–	0.61%	41
2025 Q3	$910K	Hold	7,000	–	–	0.65%	40
2025 Q2	$931K	Hold	7,000	–	–	0.71%	39
2025 Q1	$809K	Sell	7,000 -7,000	-50%	-$963K	0.66%	39
2024 Q4	$2.07M	Hold	14,000	–	–	1.49%	13
2024 Q3	$1.83M	Hold	14,000	–	–	1.3%	16
2024 Q2	$1.47M	Buy	14,000 +7,000	+100%	+$713K	1.06%	23
2024 Q1	$704K	Buy	+7,000	New	+$644K	0.56%	43

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mosaic Financial Group's KKR Position: Q2 2026 in Review

Mosaic Financial Group increased its KKR & Co (KKR) stake by 29% in Q2 2026, buying an estimated $194K and bringing the position to 9,015 shares worth $827K. The position accounts for 0.53% of the portfolio, ranked #44.

Mosaic Financial Group first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Mosaic Financial Group held 9,015 shares of KKR & Co worth $827K as of Q2 2026.
Mosaic Financial Group bought 2,004 KKR & Co shares in Q2 2026, an estimated $194K.
KKR & Co made up 0.53% of Mosaic Financial Group's portfolio in Q2 2026, its #44 holding.
Mosaic Financial Group first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's KKR & Co position peaked at $2.07M in Q4 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.