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

Northside 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
Q2 		$3.21M Sell
35,026
-830
-2% -$80.5K 0.26% 70
2026
Q1 		$3.32M Hold
35,856
– – 0.29% 68
2025
Q4 		$4.57M Buy
35,856
+113
+0.3% +$14.1K 0.4% 56
2025
Q3 		$4.64M Sell
35,743
-11,325
-24% -$1.61M 0.42% 55
2025
Q2 		$6.26M Buy
47,068
+44,680
+1,871% +$5.23M 0.48% 37
2025
Q1 		$276K Hold
2,388
– – 0.04% 94
2024
Q4 		$353K Sell
2,388
-515
-18% -$75.6K 0.09% 77
2024
Q3 		$379K Hold
2,903
– – 0.06% 73
2024
Q2 		$306K Hold
2,903
– – 0.05% 83
2024
Q1 		$292K Hold
2,903
– – 0.05% 86
2023
Q4 		$241K Buy
+2,903
New +$197K 0.08% 94

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

Northside Capital Management's KKR Position: Q2 2026 in Review

Northside Capital Management reduced its KKR & Co (KKR) stake by 2.3% in Q2 2026, selling an estimated $80.5K and leaving 35,026 shares worth $3.21M. The position accounts for 0.26% of the portfolio, ranked #70.

Northside Capital Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Northside Capital Management held 35,026 shares of KKR & Co worth $3.21M as of Q2 2026.
  • Northside Capital Management sold 830 KKR & Co shares in Q2 2026, an estimated $80.5K.
  • KKR & Co made up 0.26% of Northside Capital Management's portfolio in Q2 2026, its #70 holding.
  • Northside Capital Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Northside Capital Management's KKR & Co position peaked at $6.26M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.