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NBC Securities’s KKR & Co KKR Stock Holding History

NBC Securities’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 		$33.9K Sell
369
-5
-1% -$485 ﹤0.01% 1447
2026
Q1 		$34.6K Sell
374
-110
-23% -$11.6K ﹤0.01% 1470
2025
Q4 		$61.7K Buy
484
+1
+0.2% +$124 ﹤0.01% 1258
2025
Q3 		$62.8K Sell
483
-1,240
-72% -$176K ﹤0.01% 1234
2025
Q2 		$229K Buy
1,723
+391
+29% +$45.8K 0.02% 785
2025
Q1 		$153K Buy
1,332
+1,331
+133,100% +$183K 0.01% 865
2024
Q4 		$185 Sell
1
-354
-100% -$51.9K 0.02% 775
2024
Q3 		$46K Buy
355
+5
+1% +$592 ﹤0.01% 1204
2024
Q2 		$36K Buy
350
+16
+5% +$1.63K ﹤0.01% 1237
2024
Q1 		$33K Buy
334
+34
+11% +$3.13K ﹤0.01% 1265
2023
Q4 		$24K Sell
300
-400
-57% -$27.1K ﹤0.01% 1406
2023
Q3 		$43K Buy
+700
New +$42.5K ﹤0.01% 1177

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

NBC Securities's KKR Position: Q2 2026 in Review

NBC Securities reduced its KKR & Co (KKR) stake by 1.3% in Q2 2026, selling an estimated $485 and leaving 369 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

NBC Securities first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $229K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NBC Securities held 369 shares of KKR & Co worth $33.9K as of Q2 2026.
  • NBC Securities sold 5 KKR & Co shares in Q2 2026, an estimated $485.
  • KKR & Co made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1447 holding.
  • NBC Securities first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's KKR & Co position peaked at $229K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.