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Oak Thistle LLC’s KKR & Co KKR Stock Holding History

Oak Thistle LLC’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 		– Sell
-12,610
Closed -$1.61M – 560
2025
Q4 		$1.61M Sell
12,610
-1,658
-12% -$206K 0.22% 177
2025
Q3 		$1.85M Buy
+14,268
New +$2.03M 0.28% 127
2025
Q1 		– Sell
-6,456
Closed -$955K – 492
2024
Q4 		$955K Buy
6,456
+4,290
+198% +$629K 0.28% 132
2024
Q3 		$283K Sell
2,166
-2,372
-52% -$281K 0.09% 343
2024
Q2 		$478K Buy
+4,538
New +$462K 0.35% 118
2023
Q4 		– Sell
-5,862
Closed -$361K – 542
2023
Q3 		$361K Sell
5,862
-5,608
-49% -$341K 0.11% 358
2023
Q2 		$642K Buy
11,470
+5,253
+84% +$275K 0.34% 114
2023
Q1 		$327K Buy
+6,217
New +$334K 0.19% 238
2022
Q2 		– Sell
-5,751
Closed -$337K – 296
2022
Q1 		$337K Buy
+5,751
New +$362K 0.18% 244

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Thistle LLC's KKR Position: Q1 2026 in Review

Oak Thistle LLC sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 12,610 shares — an estimated $1.61M sold.

Oak Thistle LLC first reported a position in KKR in Q1 2022 and held it in 9 quarters. The position peaked at $1.85M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Oak Thistle LLC reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 12,610 KKR & Co shares in Q1 2026, an estimated $1.61M.
  • Oak Thistle LLC first reported a position in KKR & Co in Q1 2022 and held it in 9 quarters.
  • Oak Thistle LLC's KKR & Co position peaked at $1.85M in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.