Oppenheimer & Co’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
Q1 | $19.8M | Buy |
214,144
+9,085
| +4% | +$958K | 0.24% | 74 |
|
|
2025
Q4 | $26.1M | Buy |
205,059
+8,967
| +5% | +$1.12M | 0.37% | 43 |
|
|
2025
Q3 | $25.5M | Buy |
196,092
+8,586
| +5% | +$1.22M | 0.31% | 54 |
|
|
2025
Q2 | $24.9M | Sell |
187,506
-8,563
| -4% | -$1M | 0.33% | 50 |
|
|
2025
Q1 | $22.7M | Sell |
196,069
-9,731
| -5% | -$1.34M | 0.34% | 46 |
|
|
2024
Q4 | $30.4M | Buy |
205,800
+1,975
| +1% | +$290K | 0.45% | 30 |
|
|
2024
Q3 | $26.6M | Sell |
203,825
-5,036
| -2% | -$596K | 0.41% | 37 |
|
|
2024
Q2 | $22M | Sell |
208,861
-1,881
| -0.9% | -$191K | 0.35% | 51 |
|
|
2024
Q1 | $21.2M | Sell |
210,742
-4,591
| -2% | -$422K | 0.35% | 55 |
|
|
2023
Q4 | $17.8M | Sell |
215,333
-27,871
| -11% | -$1.89M | 0.33% | 57 |
|
|
2023
Q3 | $15M | Sell |
243,204
-6,477
| -3% | -$393K | 0.31% | 60 |
|
|
2023
Q2 | $14M | Sell |
249,681
-53,100
| -18% | -$2.78M | 0.28% | 74 |
|
|
2023
Q1 | $15.9M | Sell |
302,781
-29,535
| -9% | -$1.58M | 0.34% | 61 |
|
|
2022
Q4 | $15.4M | Buy |
332,316
+11,072
| +3% | +$540K | 0.35% | 58 |
|
|
2022
Q3 | $13.8M | Buy |
321,244
+23,232
| +8% | +$1.17M | 0.32% | 61 |
|
|
2022
Q2 | $13.8M | Sell |
298,012
-19,875
| -6% | -$1.04M | 0.3% | 67 |
|
|
2022
Q1 | $18.6M | Buy |
317,887
+68,999
| +28% | +$4.34M | 0.34% | 59 |
|
|
2021
Q4 | $18.5M | Sell |
248,888
-14,794
| -6% | -$1.09M | 0.32% | 57 |
|
|
2021
Q3 | $16.1M | Sell |
263,682
-23,968
| -8% | -$1.51M | 0.3% | 63 |
|
|
2021
Q2 | $17M | Buy |
287,650
+817
| +0.3% | +$45.3K | 0.31% | 66 |
|
|
2021
Q1 | $14M | Buy |
286,833
+16,464
| +6% | +$737K | 0.28% | 75 |
|
|
2020
Q4 | $10.9M | Sell |
270,369
-15,333
| -5% | -$579K | 0.23% | 96 |
|
|
2020
Q3 | $9.81M | Sell |
285,702
-7,927
| -3% | -$277K | 0.25% | 82 |
|
|
2020
Q2 | $9.07M | Sell |
293,629
-113,960
| -28% | -$3.06M | 0.23% | 87 |
|
|
2020
Q1 | $9.57M | Buy |
407,589
+77,600
| +24% | +$2.23M | 0.29% | 73 |
|
|
2019
Q4 | $9.63M | Sell |
329,989
-6,501
| -2% | -$185K | 0.24% | 89 |
|
|
2019
Q3 | $9.04M | Buy |
336,490
+10,669
| +3% | +$281K | 0.25% | 87 |
|
|
2019
Q2 | $8.23M | Sell |
325,821
-5,736
| -2% | -$137K | 0.22% | 92 |
|
|
2019
Q1 | $7.79M | Buy |
331,557
+25,761
| +8% | +$587K | 0.21% | 102 |
|
|
2018
Q4 | $6M | Buy |
305,796
+3,007
| +1% | +$68.8K | 0.19% | 116 |
|
|
2018
Q3 | $8.26M | Sell |
302,789
-42,639
| -12% | -$1.14M | 0.21% | 99 |
|
|
2018
Q2 | $8.58M | Sell |
345,428
-35,330
| -9% | -$785K | 0.23% | 93 |
|
|
2018
Q1 | $7.73M | Sell |
380,758
-5,817
| -2% | -$129K | 0.2% | 118 |
|
|
2017
Q4 | $8.14M | Buy |
386,575
+11,158
| +3% | +$224K | 0.21% | 104 |
|
|
2017
Q3 | $7.63M | Buy |
375,417
+3,105
| +0.8% | +$58.9K | 0.2% | 112 |
|
|
2017
Q2 | $6.92M | Buy |
372,312
+12,887
| +4% | +$236K | 0.19% | 120 |
|
|
2017
Q1 | $6.55M | Sell |
359,425
-16,146
| -4% | -$287K | 0.19% | 127 |
|
|
2016
Q4 | $5.78M | Buy |
375,571
+896
| +0.2% | +$13.5K | 0.17% | 142 |
|
|
2016
Q3 | $5.34M | Buy |
374,675
+93,354
| +33% | +$1.32M | 0.16% | 151 |
|
|
2016
Q2 | $3.47M | Sell |
281,321
-28,605
| -9% | -$383K | 0.1% | 231 |
|
|
2016
Q1 | $4.55M | Sell |
309,926
-9,939
| -3% | -$135K | 0.14% | 171 |
|
|
2015
Q4 | $4.99M | Buy |
319,865
+47,522
| +17% | +$813K | 0.15% | 150 |
|
|
2015
Q3 | $4.57M | Sell |
272,343
-38,755
| -12% | -$824K | 0.14% | 175 |
|
|
2015
Q2 | $7.11M | Sell |
311,098
-22,530
| -7% | -$518K | 0.2% | 118 |
|
|
2015
Q1 | $7.61M | Buy |
333,628
+16,661
| +5% | +$393K | 0.21% | 112 |
|
|
2014
Q4 | $7.36M | Buy |
316,967
+7,013
| +2% | +$154K | 0.21% | 115 |
|
|
2014
Q3 | $6.91M | Sell |
309,954
-65,329
| -17% | -$1.53M | 0.21% | 121 |
|
|
2014
Q2 | $9.13M | Sell |
375,283
-2,614
| -0.7% | -$60.9K | 0.27% | 78 |
|
|
2014
Q1 | $8.63M | Sell |
377,897
-15,513
| -4% | -$376K | 0.26% | 86 |
|
|
2013
Q4 | $9.58M | Buy |
393,410
+42,254
| +12% | +$972K | 0.31% | 69 |
|
|
2013
Q3 | $7.23M | Buy |
351,156
+20,598
| +6% | +$413K | 0.25% | 95 |
|
|
2013
Q2 | $6.5M | Buy |
+330,558
| New | +$6.56M | 0.25% | 104 |
|
Other funds holding KKR
VCM
Oppenheimer & Co's KKR Position: Q1 2026 in Review
Oppenheimer & Co increased its KKR & Co (KKR) stake by 4.4% in Q1 2026, buying an estimated $958K and bringing the position to 214,144 shares worth $19.8M. The position accounts for 0.24% of the portfolio, ranked #74.
Oppenheimer & Co first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.4M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Oppenheimer & Co held 214,144 shares of KKR & Co worth $19.8M as of Q1 2026.
- Oppenheimer & Co bought 9,085 KKR & Co shares in Q1 2026, an estimated $958K.
- KKR & Co made up 0.24% of Oppenheimer & Co's portfolio in Q1 2026, its #74 holding.
- Oppenheimer & Co first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- Oppenheimer & Co's KKR & Co position peaked at $30.4M in Q4 2024.
- 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.