Pathstone Holdings
KKR icon

Pathstone Holdings’s KKR & Co KKR Stock Holding History

Pathstone Holdings’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
Q2 		$5.81M Buy
63,184
+7,453
+13% +$723K 0.02% 586
2026
Q1 		$5.16M Buy
55,731
+1,835
+3% +$193K 0.02% 559
2025
Q4 		$6.87M Sell
53,896
-15,776
-23% -$1.96M 0.03% 448
2025
Q3 		$9.05M Buy
69,672
+7,615
+12% +$1.08M 0.03% 371
2025
Q2 		$8.26M Sell
62,057
-5,306
-8% -$621K 0.03% 387
2025
Q1 		$7.79M Sell
67,363
-1,051
-2% -$145K 0.03% 416
2024
Q4 		$10.1M Buy
68,414
+6,289
+10% +$923K 0.04% 308
2024
Q3 		$8.11M Buy
62,125
+6,873
+12% +$813K 0.04% 394
2024
Q2 		$5.81M Buy
55,252
+21,694
+65% +$2.21M 0.03% 475
2024
Q1 		$3.38M Buy
33,558
+14,107
+73% +$1.3M 0.02% 667
2023
Q4 		$1.61M Buy
+19,451
New +$1.32M 0.01% 821

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pathstone Holdings's KKR Position: Q2 2026 in Review

Pathstone Holdings increased its KKR & Co (KKR) stake by 13% in Q2 2026, buying an estimated $723K and bringing the position to 63,184 shares worth $5.81M. The position accounts for 0.02% of the portfolio, ranked #586.

Pathstone Holdings first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Pathstone Holdings held 63,184 shares of KKR & Co worth $5.81M as of Q2 2026.
  • Pathstone Holdings bought 7,453 KKR & Co shares in Q2 2026, an estimated $723K.
  • KKR & Co made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #586 holding.
  • Pathstone Holdings first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's KKR & Co position peaked at $10.1M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.