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MTM Investment Management’s KKR & Co KKR Stock Holding History

MTM Investment Management’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 		$10.4K Hold
113
– – ﹤0.01% 520
2026
Q1 		$10.5K Hold
113
– – ﹤0.01% 515
2025
Q4 		$14.4K Hold
113
– – ﹤0.01% 485
2025
Q3 		$14.7K Hold
113
– – ﹤0.01% 492
2025
Q2 		$15K Buy
+113
New +$13.2K 0.01% 491

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MTM Investment Management's KKR Position: Q2 2026 in Review

MTM Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 113 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

MTM Investment Management first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $15K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MTM Investment Management held 113 shares of KKR & Co worth $10.4K as of Q2 2026.
  • MTM Investment Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #520 holding.
  • MTM Investment Management first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's KKR & Co position peaked at $15K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.