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Oppenheimer Asset Management’s KKR & Co KKR Stock Holding History

Oppenheimer 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
Q1 		– Sell
-5,051
Closed -$644K – 1143
2025
Q4 		$644K Buy
5,051
+337
+7% +$41.9K 0.01% 767
2025
Q3 		$613K Buy
4,714
+1,610
+52% +$229K 0.01% 862
2025
Q2 		$413K Buy
3,104
+60
+2% +$7.02K ﹤0.01% 918
2025
Q1 		$352K Sell
3,044
-13,383
-81% -$1.84M ﹤0.01% 931
2024
Q4 		$2.43M Buy
16,427
+69
+0.4% +$10.1K 0.03% 481
2024
Q3 		$2.14M Buy
16,358
+5,120
+46% +$606K 0.03% 525
2024
Q2 		$1.18M Buy
+11,238
New +$1.14M 0.02% 669
2023
Q1 		– Sell
-5,430
Closed -$252K – 1162
2022
Q4 		$252K Sell
5,430
-39,625
-88% -$1.93M ﹤0.01% 1008
2022
Q3 		$1.94M Sell
45,055
-2,428
-5% -$123K 0.03% 460
2022
Q2 		$2.2M Buy
47,483
+10,812
+29% +$567K 0.04% 440
2022
Q1 		$2.14M Sell
36,671
-925
-2% -$58.2K 0.03% 508
2021
Q4 		$2.8M Buy
37,596
+7,260
+24% +$536K 0.04% 449
2021
Q3 		$1.85M Buy
30,336
+5,694
+23% +$358K 0.03% 562
2021
Q2 		$1.46M Sell
24,642
-1,482
-6% -$82.2K 0.02% 635
2021
Q1 		$1.28M Sell
26,124
-1,028
-4% -$46K 0.02% 651
2020
Q4 		$1.1M Sell
27,152
-70
-0.3% -$2.65K 0.02% 664
2020
Q3 		$934K Sell
27,222
-3,603
-12% -$126K 0.02% 636
2020
Q2 		$952K Sell
30,825
-18,367
-37% -$493K 0.02% 610
2020
Q1 		$1.15M Buy
49,192
+2,390
+5% +$68.6K 0.03% 502
2019
Q4 		$1.36M Sell
46,802
-7,585
-14% -$216K 0.03% 546
2019
Q3 		$1.46M Sell
54,387
-2,318
-4% -$61.1K 0.03% 496
2019
Q2 		$1.43M Buy
+56,705
New +$1.36M 0.03% 501

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Oppenheimer Asset Management's KKR Position: Q1 2026 in Review

Oppenheimer Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 5,051 shares — an estimated $644K sold.

Oppenheimer Asset Management first reported a position in KKR in Q2 2019 and held it in 22 quarters. The position peaked at $2.8M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Oppenheimer Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer Asset Management sold 5,051 KKR & Co shares in Q1 2026, an estimated $644K.
  • Oppenheimer Asset Management first reported a position in KKR & Co in Q2 2019 and held it in 22 quarters.
  • Oppenheimer Asset Management's KKR & Co position peaked at $2.8M in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.