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O'Rourke & Company’s KKR & Co KKR Stock Holding History

O'Rourke & Company’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 		$3.44M Sell
37,156
-889
-2% -$93.7K 1.36% 18
2025
Q4 		$4.85M Sell
38,045
-1,076
-3% -$134K 1.89% 15
2025
Q3 		$5.08M Sell
39,121
-238
-0.6% -$33.8K 2.12% 9
2025
Q2 		$5.24M Sell
39,359
-240
-0.6% -$28.1K 2.44% 9
2025
Q1 		$4.58M Sell
39,599
-581
-1% -$79.9K 2.27% 10
2024
Q4 		$5.94M Sell
40,180
-5,633
-12% -$826K 2.91% 5
2024
Q3 		$5.98M Buy
45,813
+683
+2% +$80.8K 2.99% 7
2024
Q2 		$4.75M Buy
45,130
+483
+1% +$49.2K 2.67% 7
2024
Q1 		$4.49M Buy
44,647
+1,066
+2% +$98K 2.61% 9
2023
Q4 		$3.61M Sell
43,581
-235
-0.5% -$15.9K 2.33% 9
2023
Q3 		$2.7M Sell
43,816
-251
-0.6% -$15.2K 1.97% 10
2023
Q2 		$2.47M Buy
44,067
+896
+2% +$46.9K 1.73% 11
2023
Q1 		$2.27M Sell
43,171
-1,093
-2% -$58.7K 1.73% 12
2022
Q4 		$2.06M Buy
44,264
+1,066
+2% +$52K 1.63% 14
2022
Q3 		$1.86M Sell
43,198
-2,633
-6% -$133K 1.62% 13
2022
Q2 		$2.12M Sell
45,831
-552
-1% -$29K 1.8% 11
2022
Q1 		$2.71M Buy
46,383
+1,339
+3% +$84.3K 1.87% 11
2021
Q4 		$3.36M Buy
+45,044
New +$3.32M 2.24% 9

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

O'Rourke & Company's KKR Position: Q1 2026 in Review

O'Rourke & Company reduced its KKR & Co (KKR) stake by 2.3% in Q1 2026, selling an estimated $93.7K and leaving 37,156 shares worth $3.44M. The position accounts for 1.36% of the portfolio, ranked #18.

O'Rourke & Company first reported a position in KKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.98M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • O'Rourke & Company held 37,156 shares of KKR & Co worth $3.44M as of Q1 2026.
  • O'Rourke & Company sold 889 KKR & Co shares in Q1 2026, an estimated $93.7K.
  • KKR & Co made up 1.36% of O'Rourke & Company's portfolio in Q1 2026, its #18 holding.
  • O'Rourke & Company first reported a position in KKR & Co in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's KKR & Co position peaked at $5.98M in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.