MOTCO’s KKR & Co KKR Stock Holding History

MOTCO’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 Q1	$94.7K	Sell	1,024 -30	-3%	-$3.16K	0.01%	275
2025 Q4	$134K	Hold	1,054	–	–	0.01%	242
2025 Q3	$137K	Buy	1,054 +24	+2%	+$3.41K	0.01%	243
2025 Q2	$151K	Hold	1,030	–	–	0.01%	220
2025 Q1	$119K	Buy	1,030 +30	+3%	+$4.13K	0.01%	224
2024 Q4	$148K	Hold	1,000	–	–	0.02%	207
2024 Q3	$131K	Hold	1,000	–	–	0.01%	240
2024 Q2	$105K	Hold	1,000	–	–	0.01%	329
2024 Q1	$101K	Hold	1,000	–	–	0.01%	332
2023 Q4	$82.8K	Hold	1,000	–	–	0.01%	314
2023 Q3	$61.6K	Sell	1,000 -19	-2%	-$1.15K	﹤0.01%	343
2023 Q2	$57.1K	Buy	1,019 +19	+2%	+$995	﹤0.01%	337
2023 Q1	$52.5K	Hold	1,000	–	–	﹤0.01%	336
2022 Q4	$46.4K	Hold	1,000	–	–	﹤0.01%	346
2022 Q3	$43K	Hold	1,000	–	–	﹤0.01%	373
2022 Q2	$46K	Hold	1,000	–	–	﹤0.01%	362
2022 Q1	$58K	Buy	+1,000	New	+$62.9K	﹤0.01%	340
2021 Q1	–	Sell	-8	Closed	–	–	696
2020 Q4	$0	Hold	8	–	–	﹤0.01%	837
2020 Q3	$0	Hold	8	–	–	﹤0.01%	737
2020 Q2	$0	Hold	8	–	–	﹤0.01%	712
2020 Q1	$0	Buy	+8	New	+$230	﹤0.01%	712

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MOTCO's KKR Position: Q1 2026 in Review

MOTCO reduced its KKR & Co (KKR) stake by 2.8% in Q1 2026, selling an estimated $3.16K and leaving 1,024 shares worth $94.7K. The position accounts for 0.01% of the portfolio, ranked #275.

MOTCO first reported a position in KKR in Q1 2020 and has held it in 21 quarters since. The position peaked at $151K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

MOTCO held 1,024 shares of KKR & Co worth $94.7K as of Q1 2026.
MOTCO sold 30 KKR & Co shares in Q1 2026, an estimated $3.16K.
KKR & Co made up 0.01% of MOTCO's portfolio in Q1 2026, its #275 holding.
MOTCO first reported a position in KKR & Co in Q1 2020 and has held it in 21 quarters since.
MOTCO's KKR & Co position peaked at $151K in Q2 2025.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.