MSA
KKR icon

MUFG Securities Americas’s KKR & Co KKR Stock Holding History

MUFG Securities Americas’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 		$1.76M Buy
18,993
+503
+3% +$53K 0.11% 174
2025
Q4 		$2.36M Sell
18,490
-10
-0.1% -$1.24K 0.15% 123
2025
Q3 		$2.4M Buy
18,500
+3,499
+23% +$497K 0.16% 123
2025
Q2 		$2M Buy
15,001
+3,052
+26% +$357K 0.17% 114
2025
Q1 		$1.38M Buy
11,949
+1,984
+20% +$273K 0.16% 125
2024
Q4 		$1.47M Buy
+9,965
New +$1.46M 0.19% 103

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MUFG Securities Americas's KKR Position: Q1 2026 in Review

MUFG Securities Americas increased its KKR & Co (KKR) stake by 2.7% in Q1 2026, buying an estimated $53K and bringing the position to 18,993 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #174.

MUFG Securities Americas first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • MUFG Securities Americas held 18,993 shares of KKR & Co worth $1.76M as of Q1 2026.
  • MUFG Securities Americas bought 503 KKR & Co shares in Q1 2026, an estimated $53K.
  • KKR & Co made up 0.11% of MUFG Securities Americas's portfolio in Q1 2026, its #174 holding.
  • MUFG Securities Americas first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's KKR & Co position peaked at $2.4M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.