Navalign LLC’s KKR & Co KKR Stock Holding History

Navalign LLC’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 Q3	$1.01M	Buy	11,069 +232	+2%	+$23.7K	0.23%	69
2026 Q2	$995K	Buy	10,837 +394	+4%	+$38.2K	0.23%	67
2026 Q1	$966K	Buy	+10,443	New	+$1.1M	0.24%	68

Other funds holding KKR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Navalign LLC's KKR Position: Q3 2026 in Review

Navalign LLC increased its KKR & Co (KKR) stake by 2.1% in Q3 2026, buying an estimated $23.7K and bringing the position to 11,069 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #69.

Navalign LLC first reported a position in KKR in Q1 2026 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Navalign LLC held 11,069 shares of KKR & Co worth $1.01M as of Q3 2026.
Navalign LLC bought 232 KKR & Co shares in Q3 2026, an estimated $23.7K.
KKR & Co made up 0.23% of Navalign LLC's portfolio in Q3 2026, its #69 holding.
Navalign LLC first reported a position in KKR & Co in Q1 2026 and has held it in 3 quarters since.
776 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.