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

Palisade 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 		$9.13M Buy
98,738
+7,255
+8% +$765K 0.3% 101
2025
Q4 		$11.7M Sell
91,483
-200
-0.2% -$24.9K 0.35% 96
2025
Q3 		$11.9M Buy
91,683
+6,490
+8% +$921K 0.32% 101
2025
Q2 		$11.3M Hold
85,193
– – 0.32% 99
2025
Q1 		$9.85M Buy
85,193
+1,435
+2% +$197K 0.28% 110
2024
Q4 		$12.4M Hold
83,758
– – 0.33% 99
2024
Q3 		$10.9M Sell
83,758
-3,260
-4% -$386K 0.29% 106
2024
Q2 		$9.16M Hold
87,018
– – 0.25% 113
2024
Q1 		$8.75M Sell
87,018
-48,580
-36% -$4.47M 0.23% 117
2023
Q4 		$11.2M Sell
135,598
-1,000
-0.7% -$67.7K 0.3% 106
2023
Q3 		$8.41M Hold
136,598
– – 0.23% 122
2023
Q2 		$7.65M Hold
136,598
– – 0.2% 136
2023
Q1 		$7.17M Hold
136,598
– – 0.19% 135
2022
Q4 		$6.34M Hold
136,598
– – 0.17% 156
2022
Q3 		$5.87M Buy
136,598
+400
+0.3% +$20.2K 0.17% 165
2022
Q2 		$6.3M Buy
136,198
+500
+0.4% +$26.2K 0.17% 158
2022
Q1 		$7.93M Sell
135,698
-420
-0.3% -$26.4K 0.18% 159
2021
Q4 		$10.1M Hold
136,118
– – 0.21% 142
2021
Q3 		$8.29M Sell
136,118
-500
-0.4% -$31.4K 0.18% 160
2021
Q2 		$8.09M Hold
136,618
– – 0.18% 153
2021
Q1 		$6.67M Buy
136,618
+5,400
+4% +$242K 0.16% 173
2020
Q4 		$5.31M Sell
131,218
-500
-0.4% -$18.9K 0.14% 198
2020
Q3 		$4.52M Buy
131,718
+6,500
+5% +$227K 0.13% 205
2020
Q2 		$3.87M Sell
125,218
-8,500
-6% -$228K 0.12% 217
2020
Q1 		$3.14M Buy
133,718
+8,960
+7% +$257K 0.11% 233
2019
Q4 		$3.64M Hold
124,758
– – 0.1% 232
2019
Q3 		$3.35M Buy
124,758
+2,000
+2% +$52.7K 0.1% 238
2019
Q2 		$3.1M Hold
122,758
– – 0.1% 248
2019
Q1 		$2.88M Sell
122,758
-240
-0.2% -$5.46K 0.09% 257
2018
Q4 		$2.41M Sell
122,998
-2,800
-2% -$64K 0.09% 255
2018
Q3 		$3.43M Buy
+125,798
New +$3.36M 0.09% 241
2018
Q2 		– Sell
-120,798
Closed -$2.45M – 464
2018
Q1 		$2.45M Hold
120,798
– – 0.08% 273
2017
Q4 		$2.54M Hold
120,798
– – 0.09% 269
2017
Q3 		$2.46M Hold
120,798
– – 0.09% 258
2017
Q2 		$2.25M Buy
120,798
+10,000
+9% +$183K 0.08% 261
2017
Q1 		$2.02M Sell
110,798
-1,300
-1% -$23.1K 0.08% 261
2016
Q4 		$1.73M Sell
112,098
-69,037
-38% -$1.04M 0.06% 271
2016
Q3 		$2.58M Hold
181,135
– – 0.09% 280
2016
Q2 		$2.23M Sell
181,135
-3,570
-2% -$47.8K 0.08% 314
2016
Q1 		$2.71M Sell
184,705
-1,326
-0.7% -$18K 0.09% 306
2015
Q4 		$2.9M Sell
186,031
-4,255
-2% -$72.8K 0.09% 293
2015
Q3 		$3.19M Sell
190,286
-60,435
-24% -$1.28M 0.09% 295
2015
Q2 		$5.73M Sell
250,721
-2,498
-1% -$57.4K 0.15% 245
2015
Q1 		$5.78M Sell
253,219
-1,482
-0.6% -$35K 0.15% 244
2014
Q4 		$5.91M Sell
254,701
-27,420
-10% -$601K 0.14% 256
2014
Q3 		$6.29M Sell
282,121
-1,985
-0.7% -$46.6K 0.16% 248
2014
Q2 		$6.91M Buy
+284,106
New +$6.62M 0.17% 229

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

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

Palisade Capital Management increased its KKR & Co (KKR) stake by 7.9% in Q1 2026, buying an estimated $765K and bringing the position to 98,738 shares worth $9.13M. The position accounts for 0.3% of the portfolio, ranked #101.

Palisade Capital Management first reported a position in KKR in Q2 2014 and has held it in 47 quarters since. The position peaked at $12.4M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Palisade Capital Management held 98,738 shares of KKR & Co worth $9.13M as of Q1 2026.
  • Palisade Capital Management bought 7,255 KKR & Co shares in Q1 2026, an estimated $765K.
  • KKR & Co made up 0.3% of Palisade Capital Management's portfolio in Q1 2026, its #101 holding.
  • Palisade Capital Management first reported a position in KKR & Co in Q2 2014 and has held it in 47 quarters since.
  • Palisade Capital Management's KKR & Co position peaked at $12.4M in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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