Perpetual Ltd’s KKR & Co KKR Stock Holding History

Perpetual Ltd’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	-1,675	Closed	-$214K	–	443
2025 Q4	$214K	Buy	+1,675	New	+$208K	﹤0.01%	405

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perpetual Ltd's KKR Position: Q1 2026 in Review

Perpetual Ltd sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,675 shares — an estimated $214K sold.

Perpetual Ltd first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Perpetual Ltd reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Perpetual Ltd sold 1,675 KKR & Co shares in Q1 2026, an estimated $214K.
Perpetual Ltd first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
Perpetual Ltd's KKR & Co position peaked at $214K in Q4 2025.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Perpetual Ltd's 13F filing for Q1 2026, filed 14 Apr 2026.