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Nalls Sherbakoff Group’s KKR & Co KKR Stock Holding History

Nalls Sherbakoff Group’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 		– Sell
-6,737
Closed -$623K – 404
2026
Q1 		$623K Hold
6,737
– – 0.46% 45
2025
Q4 		$859K Sell
6,737
-854
-11% -$106K 0.62% 36
2025
Q3 		$986K Hold
7,591
– – 0.67% 33
2025
Q2 		$1.01M Hold
7,591
– – 0.74% 32
2025
Q1 		$878K Buy
+7,591
New +$1.04M 0.71% 29
2023
Q4 		$526K Hold
6,348
– – 0.47% 37
2023
Q3 		$391K Hold
6,348
– – 0.38% 46
2023
Q2 		$327K Sell
6,348
-200
-3% -$10.5K 0.32% 52
2023
Q1 		$336K Buy
+6,548
New +$351K 0.33% 51
2018
Q4 		$661K Buy
+33,663
New +$770K 1.06% 21

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's KKR Position: Q2 2026 in Review

Nalls Sherbakoff Group sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 6,737 shares — an estimated $623K sold.

Nalls Sherbakoff Group first reported a position in KKR in Q4 2018 and held it in 10 quarters. The position peaked at $1.01M in Q2 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Nalls Sherbakoff Group reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 6,737 KKR & Co shares in Q2 2026, an estimated $623K.
  • Nalls Sherbakoff Group first reported a position in KKR & Co in Q4 2018 and held it in 10 quarters.
  • Nalls Sherbakoff Group's KKR & Co position peaked at $1.01M in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.