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

Payne 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 Q2	$466K	Buy	+5,080	New	+$493K	0.12%	54

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Payne Capital Management's KKR Position: Q2 2026 in Review

Payne Capital Management opened a new position in KKR & Co (KKR) in Q2 2026: 5,080 shares worth $466K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings.

1,272 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Payne Capital Management held 5,080 shares of KKR & Co worth $466K as of Q2 2026.
KKR & Co was a new Payne Capital Management position in Q2 2026.
KKR & Co made up 0.12% of Payne Capital Management's portfolio in Q2 2026, its #54 holding.
1,272 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Payne Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.