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OFI Invest Asset Management’s KKR & Co KKR Stock Holding History

OFI Invest Asset 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 		$17.1M Sell
212,897
-146,217
-41% -$14.2M 0.17% 114
2026
Q1 		$28.8M Sell
359,114
-70,729
-16% -$7.46M 0.38% 73
2025
Q4 		$46.7M Buy
429,843
+24
+0% +$2.98K 0.67% 32
2025
Q3 		$47.5M Buy
+429,819
New +$61M 1% 26
2025
Q2 		– Sell
-482
Closed -$51.6K – 341
2025
Q1 		$51.6K Buy
482
+156
+48% +$21.5K ﹤0.01% 349
2024
Q4 		$46.6K Buy
+326
New +$47.8K ﹤0.01% 293
2024
Q2 		$33.3K Sell
339
-31
-8% -$3.16K ﹤0.01% 305
2024
Q1 		$34.5K Sell
370
-54
-13% -$4.97K ﹤0.01% 203
2023
Q4 		$31.8K Sell
424
-2
-0.5% -$135 ﹤0.01% 186
2023
Q3 		$24.8K Buy
+426
New +$25.9K ﹤0.01% 224

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

OFI Invest Asset Management's KKR Position: Q2 2026 in Review

OFI Invest Asset Management reduced its KKR & Co (KKR) stake by 41% in Q2 2026, selling an estimated $14.2M and leaving 212,897 shares worth $17.1M. The position accounts for 0.17% of the portfolio, ranked #114.

OFI Invest Asset Management first reported a position in KKR in Q3 2023 and has held it in 10 quarters since. The position peaked at $47.5M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • OFI Invest Asset Management held 212,897 shares of KKR & Co worth $17.1M as of Q2 2026.
  • OFI Invest Asset Management sold 146,217 KKR & Co shares in Q2 2026, an estimated $14.2M.
  • KKR & Co made up 0.17% of OFI Invest Asset Management's portfolio in Q2 2026, its #114 holding.
  • OFI Invest Asset Management first reported a position in KKR & Co in Q3 2023 and has held it in 10 quarters since.
  • OFI Invest Asset Management's KKR & Co position peaked at $47.5M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.