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NEOS Investment Management’s KKR & Co KKR Stock Holding History

NEOS Investment 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 		$10.3M Buy
112,137
+12,529
+13% +$1.22M 0.04% 266
2026
Q1 		$9.21M Buy
99,608
+6,327
+7% +$667K 0.05% 252
2025
Q4 		$11.9M Buy
93,281
+16,254
+21% +$2.02M 0.07% 204
2025
Q3 		$10M Buy
77,027
+25,792
+50% +$3.66M 0.08% 202
2025
Q2 		$6.82M Buy
51,235
+10,704
+26% +$1.25M 0.08% 199
2025
Q1 		$4.69M Buy
40,531
+7,516
+23% +$1.03M 0.09% 202
2024
Q4 		$4.88M Buy
33,015
+7,453
+29% +$1.09M 0.12% 163
2024
Q3 		$3.34M Buy
25,562
+4,872
+24% +$576K 0.1% 184
2024
Q2 		$2.18M Buy
+20,690
New +$2.11M 0.09% 203

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

NEOS Investment Management's KKR Position: Q2 2026 in Review

NEOS Investment Management increased its KKR & Co (KKR) stake by 13% in Q2 2026, buying an estimated $1.22M and bringing the position to 112,137 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #266.

NEOS Investment Management first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NEOS Investment Management held 112,137 shares of KKR & Co worth $10.3M as of Q2 2026.
  • NEOS Investment Management bought 12,529 KKR & Co shares in Q2 2026, an estimated $1.22M.
  • KKR & Co made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #266 holding.
  • NEOS Investment Management first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
  • NEOS Investment Management's KKR & Co position peaked at $11.9M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.