&Partners’s KKR & Co KKR Stock Holding History

&Partners’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	$6.51M	Buy	70,348 +2,471	+4%	+$260K	0.03%	451
2025 Q4	$8.65M	Buy	67,877 +2,959	+5%	+$368K	0.05%	341
2025 Q3	$8.42M	Buy	64,918 +3,041	+5%	+$432K	0.05%	304
2025 Q2	$8.2M	Buy	61,877 +9,379	+18%	+$1.1M	0.06%	269
2025 Q1	$6.02M	Buy	52,498 +9,929	+23%	+$1.37M	0.06%	258
2024 Q4	$6.47M	Buy	42,569 +16,116	+61%	+$2.36M	0.08%	238
2024 Q3	$3.56M	Buy	26,453 +18,877	+249%	+$2.23M	0.07%	256
2024 Q2	$797K	Buy	7,576 +4,868	+180%	+$496K	0.03%	403
2024 Q1	$272K	Buy	+2,708	New	+$249K	0.04%	391

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

&Partners's KKR Position: Q1 2026 in Review

&Partners increased its KKR & Co (KKR) stake by 3.6% in Q1 2026, buying an estimated $260K and bringing the position to 70,348 shares worth $6.51M. The position accounts for 0.03% of the portfolio, ranked #451.

&Partners first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.65M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

&Partners held 70,348 shares of KKR & Co worth $6.51M as of Q1 2026.
&Partners bought 2,471 KKR & Co shares in Q1 2026, an estimated $260K.
KKR & Co made up 0.03% of &Partners's portfolio in Q1 2026, its #451 holding.
&Partners first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
&Partners's KKR & Co position peaked at $8.65M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.