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Northwest & Ethical Investments’s KKR & Co KKR Stock Holding History

Northwest & Ethical 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 		$8.76K Buy
+12,000
New +$1.26M ﹤0.01% 523

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northwest & Ethical Investments's KKR Position: Q1 2026 in Review

Northwest & Ethical Investments increased its KKR & Co (KKR) stake by 3.8% in Q1 2026, buying an estimated $44.4K and bringing the position to 11,583 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #307.

Northwest & Ethical Investments first reported a position in KKR in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.64M in Q1 2021. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Northwest & Ethical Investments held 11,583 shares of KKR & Co worth $1.05M as of Q1 2026.
  • Northwest & Ethical Investments bought 421 KKR & Co shares in Q1 2026, an estimated $44.4K.
  • KKR & Co made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #307 holding.
  • Northwest & Ethical Investments first reported a position in KKR & Co in Q2 2017 and has held it in 35 quarters since.
  • Northwest & Ethical Investments's KKR & Co position peaked at $4.64M in Q1 2021.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.