NFC Investments’s KKR & Co KKR Stock Holding History

NFC Investments’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	$439K	Buy	4,750 +10	+0.2%	+$1.05K	0.12%	34
2025 Q4	$604K	Sell	4,740 -200	-4%	-$24.9K	0.17%	31
2025 Q3	$642K	Buy	+4,940	New	+$701K	0.19%	31
2025 Q1	–	Sell	-5,140	Closed	-$760K	–	38
2024 Q4	$760K	Hold	5,140	–	–	0.21%	30
2024 Q3	$671K	Hold	5,140	–	–	0.19%	27
2024 Q2	$541K	Hold	5,140	–	–	0.16%	30
2024 Q1	$517K	Buy	+5,140	New	+$473K	0.15%	28
2023 Q2	$299K	Buy	+5,340	New	+$280K	0.1%	32
2020 Q1	–	Sell	-8,690	Closed	-$253K	–	45
2019 Q4	$253K	Sell	8,690 -4,350	-33%	-$124K	0.06%	41
2019 Q3	$350K	Buy	13,040 +4,350	+50%	+$115K	0.09%	37
2019 Q2	$220K	Sell	8,690 -1,110	-11%	-$26.6K	0.06%	39
2019 Q1	$230K	Buy	+9,800	New	+$223K	0.07%	35
2018 Q4	–	Sell	-9,800	Closed	-$267K	–	40
2018 Q3	$267K	Sell	9,800 -2,000	-17%	-$53.4K	0.09%	40
2018 Q2	$293K	Hold	11,800	–	–	0.11%	38
2018 Q1	$240K	Hold	11,800	–	–	0.08%	40
2017 Q4	$249K	Sell	11,800 -300	-2%	-$6.03K	0.08%	40
2017 Q3	$246K	Hold	12,100	–	–	0.08%	40
2017 Q2	$225K	Hold	12,100	–	–	0.08%	41
2017 Q1	$221K	Buy	+12,100	New	+$215K	0.08%	39

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

NFC Investments's KKR Position: Q1 2026 in Review

NFC Investments increased its KKR & Co (KKR) stake by 0.21% in Q1 2026, buying an estimated $1.05K and bringing the position to 4,750 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #34.

NFC Investments first reported a position in KKR in Q1 2017 and has held it in 19 quarters since. The position peaked at $760K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

NFC Investments held 4,750 shares of KKR & Co worth $439K as of Q1 2026.
NFC Investments bought 10 KKR & Co shares in Q1 2026, an estimated $1.05K.
KKR & Co made up 0.12% of NFC Investments's portfolio in Q1 2026, its #34 holding.
NFC Investments first reported a position in KKR & Co in Q1 2017 and has held it in 19 quarters since.
NFC Investments's KKR & Co position peaked at $760K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on NFC Investments's 13F filing for Q1 2026, filed 12 May 2026.