MCM
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MV Capital Management’s KKR & Co KKR Stock Holding History

MV Capital 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
Q1 		$6.94K Sell
75
-170
-69% -$17.9K ﹤0.01% 575
2025
Q4 		$31.2K Sell
245
-5
-2% -$622 ﹤0.01% 369
2025
Q3 		$32.5K Buy
250
+7
+3% +$994 ﹤0.01% 370
2025
Q2 		$32.3K Buy
243
+34
+16% +$3.98K ﹤0.01% 366
2025
Q1 		$24.2K Sell
209
-19
-8% -$2.61K ﹤0.01% 408
2024
Q4 		$33.7K Buy
228
+13
+6% +$1.91K ﹤0.01% 343
2024
Q3 		$28.1K Buy
215
+151
+236% +$17.9K ﹤0.01% 382
2024
Q2 		$6.74K Buy
64
+35
+121% +$3.56K ﹤0.01% 569
2024
Q1 		$2.92K Buy
29
+16
+123% +$1.47K ﹤0.01% 642
2023
Q4 		$1.08K Buy
+13
New +$880 ﹤0.01% 663

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

MV Capital Management's KKR Position: Q1 2026 in Review

MV Capital Management reduced its KKR & Co (KKR) stake by 69% in Q1 2026, selling an estimated $17.9K and leaving 75 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

MV Capital Management first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • MV Capital Management held 75 shares of KKR & Co worth $6.94K as of Q1 2026.
  • MV Capital Management sold 170 KKR & Co shares in Q1 2026, an estimated $17.9K.
  • KKR & Co made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #575 holding.
  • MV Capital Management first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • MV Capital Management's KKR & Co position peaked at $33.7K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.