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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
Q2 		$10.5K Buy
114
+39
+52% +$3.78K ﹤0.01% 532
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 $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

MV Capital Management's KKR Position: Q2 2026 in Review

MV Capital Management increased its KKR & Co (KKR) stake by 52% in Q2 2026, buying an estimated $3.78K and bringing the position to 114 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

MV Capital Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.7K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MV Capital Management held 114 shares of KKR & Co worth $10.5K as of Q2 2026.
  • MV Capital Management bought 39 KKR & Co shares in Q2 2026, an estimated $3.78K.
  • KKR & Co made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #532 holding.
  • MV Capital Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • MV Capital Management's KKR & Co position peaked at $33.7K in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.