Next Capital Management’s KKR & Co KKR Stock Holding History

Next 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 Q1	$4.42M	Buy	47,771 +27,498	+136%	+$2.9M	1.34%	19
2025 Q4	$2.58M	Hold	20,273	–	–	0.83%	28
2025 Q3	$2.63M	Hold	20,273	–	–	0.88%	26
2025 Q2	$2.7M	Buy	20,273 +2,886	+17%	+$338K	1%	26
2025 Q1	$2.01M	Hold	17,387	–	–	0.96%	23
2024 Q4	$2.57M	Hold	17,387	–	–	1.04%	26
2024 Q3	$2.27M	Sell	17,387 -96	-0.5%	-$11.4K	0.93%	27
2024 Q2	$1.84M	Sell	17,483 -174	-1%	-$17.7K	0.77%	32
2024 Q1	$1.78M	Buy	17,657 +174	+1%	+$16K	0.72%	31
2023 Q4	$1.45M	Hold	17,483	–	–	0.62%	35
2023 Q3	$1.08M	Hold	17,483	–	–	0.48%	40
2023 Q2	$979K	Hold	17,483	–	–	0.45%	47
2023 Q1	$918K	Hold	17,483	–	–	0.44%	47
2022 Q4	$812K	Sell	17,483 -20	-0.1%	-$975	0.44%	48
2022 Q3	$753K	Hold	17,503	–	–	0.57%	41
2022 Q2	$810K	Buy	17,503 +20	+0.1%	+$1.05K	0.59%	42
2022 Q1	$1.02M	Hold	17,483	–	–	0.69%	36
2021 Q4	$1.3M	Hold	17,483	–	–	0.88%	29
2021 Q3	$1.06M	Hold	17,483	–	–	0.77%	34
2021 Q2	$1.04M	Sell	17,483 -352	-2%	-$19.5K	0.66%	36
2021 Q1	$871K	Hold	17,835	–	–	0.57%	42
2020 Q4	$722K	Hold	17,835	–	–	0.51%	45
2020 Q3	$612K	Buy	+17,835	New	+$624K	0.41%	48
2020 Q2	–	Sell	-20,300	Closed	-$476K	–	102
2020 Q1	$476K	Buy	20,300 +1,800	+10%	+$51.7K	0.38%	50
2019 Q4	$540K	Hold	18,500	–	–	0.39%	47
2019 Q3	$497K	Hold	18,500	–	–	0.33%	57
2019 Q2	$467K	Hold	18,500	–	–	0.31%	54
2019 Q1	$435K	Hold	18,500	–	–	0.37%	54
2018 Q4	$363K	Buy	+18,500	New	+$423K	0.32%	58

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Capital Management's KKR Position: Q1 2026 in Review

Next Capital Management increased its KKR & Co (KKR) stake by 136% in Q1 2026, buying an estimated $2.9M and bringing the position to 47,771 shares worth $4.42M. The position accounts for 1.34% of the portfolio, ranked #19.

Next Capital Management first reported a position in KKR in Q4 2018 and has held it in 29 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Next Capital Management held 47,771 shares of KKR & Co worth $4.42M as of Q1 2026.
Next Capital Management bought 27,498 KKR & Co shares in Q1 2026, an estimated $2.9M.
KKR & Co made up 1.34% of Next Capital Management's portfolio in Q1 2026, its #19 holding.
Next Capital Management first reported a position in KKR & Co in Q4 2018 and has held it in 29 quarters since.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.