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Osterweis Capital Management’s KKR & Co KKR Stock Holding History

Osterweis Capital 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
-872
Closed -$111K – 255
2025
Q4 		$111K Sell
872
-160
-16% -$19.9K ﹤0.01% 169
2025
Q3 		$134K Sell
1,032
-22
-2% -$3.12K 0.01% 159
2025
Q2 		$140K Buy
+1,054
New +$123K 0.01% 161
2022
Q4 		– Sell
-59
Closed -$3K – 247
2022
Q3 		$3K Buy
+59
New +$2.98K ﹤0.01% 225

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

Osterweis Capital Management's KKR Position: Q1 2026 in Review

Osterweis Capital Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 872 shares — an estimated $111K sold.

Osterweis Capital Management first reported a position in KKR in Q3 2022 and held it in 4 quarters. The position peaked at $140K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Osterweis Capital Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 872 KKR & Co shares in Q1 2026, an estimated $111K.
  • Osterweis Capital Management first reported a position in KKR & Co in Q3 2022 and held it in 4 quarters.
  • Osterweis Capital Management's KKR & Co position peaked at $140K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.