Northwest & Ethical Investments’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
Q2 | $276K | Sell |
3,097
-8,486
| -73% | -$823K | 0.01% | 378 |
|
|
2026
Q1 | $1.05M | Buy |
11,583
+421
| +4% | +$44.4K | 0.02% | 307 |
|
|
2025
Q4 | $1.44M | Sell |
11,162
-2,213
| -17% | -$275K | 0.03% | 281 |
|
|
2025
Q3 | $1.8M | Buy |
13,375
+730
| +6% | +$104K | 0.04% | 272 |
|
|
2025
Q2 | $1.7M | Buy |
12,645
+1,400
| +12% | +$164K | 0.04% | 271 |
|
|
2025
Q1 | $1.3M | Buy |
11,245
+8,065
| +254% | +$1.11M | 0.04% | 295 |
|
|
2024
Q4 | $470K | Sell |
3,180
-700
| -18% | -$103K | 0.01% | 349 |
|
|
2024
Q3 | $507K | Buy |
3,880
+1,731
| +81% | +$205K | 0.01% | 353 |
|
|
2024
Q2 | $226K | Sell |
2,149
-1,800
| -46% | -$183K | 0.01% | 392 |
|
|
2024
Q1 | $397K | Buy |
+3,949
| New | +$363K | 0.01% | 352 |
|
|
2023
Q4 | – | Sell |
-37,271
| Closed | -$2.3M | – | 390 |
|
|
2023
Q3 | $2.3M | Sell |
37,271
-4,130
| -10% | -$251K | 0.08% | 226 |
|
|
2023
Q2 | $2.32M | Sell |
41,401
-741
| -2% | -$38.8K | 0.07% | 235 |
|
|
2023
Q1 | $2.21M | Sell |
42,142
-7,372
| -15% | -$396K | 0.07% | 249 |
|
|
2022
Q4 | $2.3M | Sell |
49,514
-4,538
| -8% | -$221K | 0.08% | 230 |
|
|
2022
Q3 | $2.32M | Sell |
54,052
-7,686
| -12% | -$388K | 0.09% | 222 |
|
|
2022
Q2 | $2.86M | Sell |
61,738
-1,087
| -2% | -$57K | 0.11% | 202 |
|
|
2022
Q1 | $3.67M | Buy |
62,825
+3,727
| +6% | +$235K | 0.12% | 202 |
|
|
2021
Q4 | $4.4M | Sell |
59,098
-633
| -1% | -$46.7K | 0.13% | 174 |
|
|
2021
Q3 | $3.64M | Sell |
59,731
-3,893
| -6% | -$244K | 0.12% | 189 |
|
|
2021
Q2 | $3.77M | Sell |
63,624
-31,320
| -33% | -$1.74M | 0.12% | 183 |
|
|
2021
Q1 | $4.64M | Sell |
94,944
-8,851
| -9% | -$396K | 0.16% | 168 |
|
|
2020
Q4 | $4.2M | Buy |
103,795
+8,757
| +9% | +$331K | 0.16% | 169 |
|
|
2020
Q3 | $3.26M | Buy |
95,038
+10,988
| +13% | +$384K | 0.14% | 178 |
|
|
2020
Q2 | $2.6M | Hold |
84,050
| – | – | 0.12% | 205 |
|
|
2020
Q1 | $1.97M | Hold |
84,050
| – | – | 0.11% | 213 |
|
|
2019
Q4 | $2.45M | Hold |
84,050
| – | – | 0.11% | 235 |
|
|
2019
Q3 | $2.26M | Hold |
84,050
| – | – | 0.11% | 231 |
|
|
2019
Q2 | $2.12M | Hold |
84,050
| – | – | 0.11% | 242 |
|
|
2019
Q1 | $1.97M | Buy |
84,050
+5,000
| +6% | +$114K | 0.1% | 252 |
|
|
2018
Q4 | $1.55M | Buy |
79,050
+10,000
| +14% | +$229K | 0.09% | 271 |
|
|
2018
Q3 | $1.88M | Sell |
69,050
-4,000
| -5% | -$107K | 0.12% | 232 |
|
|
2018
Q2 | $1.82M | Sell |
73,050
-600
| -0.8% | -$13.3K | 0.12% | 229 |
|
|
2018
Q1 | $1.5M | Sell |
73,650
-1,900
| -3% | -$42.2K | 0.1% | 247 |
|
|
2017
Q4 | $1.59M | Sell |
75,550
-4,100
| -5% | -$82.4K | 0.1% | 240 |
|
|
2017
Q3 | $1.62M | Buy |
79,650
+15,350
| +24% | +$291K | 0.1% | 236 |
|
|
2017
Q2 | $1.2M | Buy |
+64,300
| New | +$1.18M | 0.08% | 265 |
|
Other funds holding KKR
Northwest & Ethical Investments's KKR Position: Q2 2026 in Review
Northwest & Ethical Investments reduced its KKR & Co (KKR) stake by 73% in Q2 2026, selling an estimated $823K and leaving 3,097 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #378.
Northwest & Ethical Investments first reported a position in KKR in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.64M in Q1 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Northwest & Ethical Investments held 3,097 shares of KKR & Co worth $276K as of Q2 2026.
- Northwest & Ethical Investments sold 8,486 KKR & Co shares in Q2 2026, an estimated $823K.
- KKR & Co made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #378 holding.
- Northwest & Ethical Investments first reported a position in KKR & Co in Q2 2017 and has held it in 36 quarters since.
- Northwest & Ethical Investments's KKR & Co position peaked at $4.64M in Q1 2021.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.