North Star Investment Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.21M | Sell |
99,561
-9,402
| -9% | -$991K | 0.56% | 35 |
|
|
2025
Q4 | $13.9M | Sell |
108,963
-1,115
| -1% | -$139K | 0.87% | 19 |
|
|
2025
Q3 | $14.3M | Sell |
110,078
-2,100
| -2% | -$298K | 0.92% | 18 |
|
|
2025
Q2 | $14.9M | Buy |
112,178
+779
| +0.7% | +$91.2K | 1.04% | 14 |
|
|
2025
Q1 | $12.9M | Sell |
111,399
-18,141
| -14% | -$2.5M | 0.94% | 17 |
|
|
2024
Q4 | $19.2M | Sell |
129,540
-14,036
| -10% | -$2.06M | 1.33% | 12 |
|
|
2024
Q3 | $18.7M | Sell |
143,576
-7,163
| -5% | -$847K | 1.3% | 12 |
|
|
2024
Q2 | $15.9M | Sell |
150,739
-6,193
| -4% | -$630K | 1.16% | 13 |
|
|
2024
Q1 | $15.8M | Sell |
156,932
-433
| -0.3% | -$39.8K | 1.13% | 14 |
|
|
2023
Q4 | $13M | Sell |
157,365
-2,697
| -2% | -$183K | 1% | 16 |
|
|
2023
Q3 | $9.86M | Sell |
160,062
-3,069
| -2% | -$186K | 0.83% | 23 |
|
|
2023
Q2 | $9.14M | Sell |
163,131
-411
| -0.3% | -$21.5K | 0.74% | 25 |
|
|
2023
Q1 | $8.59M | Sell |
163,542
-25,149
| -13% | -$1.35M | 0.71% | 26 |
|
|
2022
Q4 | $8.76M | Sell |
188,691
-1,960
| -1% | -$95.5K | 0.78% | 24 |
|
|
2022
Q3 | $8.2M | Sell |
190,651
-461
| -0.2% | -$23.3K | 0.8% | 26 |
|
|
2022
Q2 | $8.85M | Sell |
191,112
-2,939
| -2% | -$154K | 0.8% | 24 |
|
|
2022
Q1 | $11.3M | Buy |
194,051
+22
| +0% | +$1.39K | 0.88% | 23 |
|
|
2021
Q4 | $14.5M | Sell |
194,029
-10,789
| -5% | -$796K | 1.01% | 16 |
|
|
2021
Q3 | $12.5M | Sell |
204,818
-480
| -0.2% | -$30.1K | 1.01% | 19 |
|
|
2021
Q2 | $12.2M | Buy |
205,298
+1,714
| +0.8% | +$95.1K | 0.97% | 22 |
|
|
2021
Q1 | $9.95M | Sell |
203,584
-141
| -0.1% | -$6.31K | 0.94% | 20 |
|
|
2020
Q4 | $8.25M | Sell |
203,725
-17,695
| -8% | -$669K | 0.86% | 24 |
|
|
2020
Q3 | $7.6M | Sell |
221,420
-44,072
| -17% | -$1.54M | 0.9% | 23 |
|
|
2020
Q2 | $8.2M | Sell |
265,492
-1,438
| -0.5% | -$38.6K | 1.07% | 18 |
|
|
2020
Q1 | $6.26M | Sell |
266,930
-11,412
| -4% | -$328K | 0.93% | 21 |
|
|
2019
Q4 | $8.12M | Sell |
278,342
-7,866
| -3% | -$224K | 0.85% | 20 |
|
|
2019
Q3 | $7.68M | Sell |
286,208
-4,439
| -2% | -$117K | 0.85% | 24 |
|
|
2019
Q2 | $7.34M | Buy |
290,647
+1,158
| +0.4% | +$27.7K | 0.85% | 21 |
|
|
2019
Q1 | $6.8M | Sell |
289,489
-1,371
| -0.5% | -$31.2K | 0.79% | 25 |
|
|
2018
Q4 | $5.71M | Buy |
290,860
+11,554
| +4% | +$264K | 0.75% | 27 |
|
|
2018
Q3 | $7.62M | Buy |
279,306
+3,297
| +1% | +$88.1K | 0.85% | 21 |
|
|
2018
Q2 | $6.86M | Buy |
276,009
+3,263
| +1% | +$72.5K | 0.8% | 24 |
|
|
2018
Q1 | $5.54M | Buy |
272,746
+5,525
| +2% | +$123K | 0.66% | 33 |
|
|
2017
Q4 | $5.63M | Buy |
267,221
+4,354
| +2% | +$87.5K | 0.68% | 31 |
|
|
2017
Q3 | $5.34M | Buy |
262,867
+13,154
| +5% | +$250K | 0.68% | 34 |
|
|
2017
Q2 | $4.64M | Buy |
249,713
+42,568
| +21% | +$779K | 0.62% | 30 |
|
|
2017
Q1 | $3.78M | Buy |
207,145
+1,110
| +0.5% | +$19.7K | 0.52% | 49 |
|
|
2016
Q4 | $3.17M | Sell |
206,035
-31,419
| -13% | -$474K | 0.48% | 57 |
|
|
2016
Q3 | $3.39M | Buy |
237,454
+17,531
| +8% | +$249K | 0.6% | 38 |
|
|
2016
Q2 | $2.71M | Buy |
219,923
+15,635
| +8% | +$209K | 0.5% | 54 |
|
|
2016
Q1 | $3M | Buy |
204,288
+56,510
| +38% | +$769K | 0.57% | 45 |
|
|
2015
Q4 | $2.3M | Buy |
147,778
+32,490
| +28% | +$556K | 0.45% | 60 |
|
|
2015
Q3 | $1.94M | Buy |
115,288
+5,306
| +5% | +$113K | 0.4% | 71 |
|
|
2015
Q2 | $2.51M | Buy |
109,982
+35,039
| +47% | +$805K | 0.46% | 62 |
|
|
2015
Q1 | $1.71M | Sell |
74,943
-788
| -1% | -$18.6K | 0.32% | 97 |
|
|
2014
Q4 | $1.76M | Buy |
75,731
+54,281
| +253% | +$1.19M | 0.34% | 89 |
|
|
2014
Q3 | $478K | Buy |
21,450
+17,750
| +480% | +$416K | 0.1% | 200 |
|
|
2014
Q2 | $90K | Buy |
3,700
+3,100
| +517% | +$72.2K | 0.02% | 330 |
|
|
2014
Q1 | $14K | Buy |
+600
| New | +$14.5K | ﹤0.01% | 510 |
|
Other funds holding KKR
VCM
North Star Investment Management's KKR Position: Q1 2026 in Review
North Star Investment Management reduced its KKR & Co (KKR) stake by 8.6% in Q1 2026, selling an estimated $991K and leaving 99,561 shares worth $9.21M. The position accounts for 0.56% of the portfolio, ranked #35.
North Star Investment Management first reported a position in KKR in Q1 2014 and has held it in 49 quarters since. The position peaked at $19.2M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- North Star Investment Management held 99,561 shares of KKR & Co worth $9.21M as of Q1 2026.
- North Star Investment Management sold 9,402 KKR & Co shares in Q1 2026, an estimated $991K.
- KKR & Co made up 0.56% of North Star Investment Management's portfolio in Q1 2026, its #35 holding.
- North Star Investment Management first reported a position in KKR & Co in Q1 2014 and has held it in 49 quarters since.
- North Star Investment Management's KKR & Co position peaked at $19.2M in Q4 2024.
- 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.