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PFG Investments’s KKR & Co KKR Stock Holding History

PFG Investments’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 		$397K Sell
4,321
-486
-10% -$47.1K 0.02% 790
2026
Q1 		$445K Buy
+4,807
New +$507K 0.02% 664
2025
Q4 		– Sell
-1,961
Closed -$255K – 1186
2025
Q3 		$255K Buy
+1,961
New +$278K 0.01% 865
2025
Q1 		– Sell
-1,769
Closed -$262K – 1060
2024
Q4 		$262K Buy
1,769
+108
+7% +$15.8K 0.02% 777
2024
Q3 		$217K Buy
+1,661
New +$197K 0.01% 858

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 $3.38T AUM 44.17% 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

PFG Investments's KKR Position: Q2 2026 in Review

PFG Investments reduced its KKR & Co (KKR) stake by 10% in Q2 2026, selling an estimated $47.1K and leaving 4,321 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #790.

PFG Investments first reported a position in KKR in Q3 2024 and has held it in 5 quarters since. The position peaked at $445K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • PFG Investments held 4,321 shares of KKR & Co worth $397K as of Q2 2026.
  • PFG Investments sold 486 KKR & Co shares in Q2 2026, an estimated $47.1K.
  • KKR & Co made up 0.02% of PFG Investments's portfolio in Q2 2026, its #790 holding.
  • PFG Investments first reported a position in KKR & Co in Q3 2024 and has held it in 5 quarters since.
  • PFG Investments's KKR & Co position peaked at $445K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.