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Pine Valley Investments’s KKR & Co KKR Stock Holding History

Pine Valley 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
Q1 		– Sell
-1,797
Closed -$229K – 593
2025
Q4 		$229K Sell
1,797
-5
-0.3% -$622 0.01% 505
2025
Q3 		$234K Buy
1,802
+13
+0.7% +$1.84K 0.01% 496
2025
Q2 		$238K Buy
1,789
+1
+0.1% +$117 0.01% 478
2025
Q1 		$207K Buy
1,788
+1
+0.1% +$138 0.01% 490
2024
Q4 		$264K Buy
1,787
+1
+0.1% +$147 0.02% 438
2024
Q3 		$233K Buy
+1,786
New +$211K 0.01% 456
2024
Q2 		– Sell
-2,584
Closed -$260K – 503
2024
Q1 		$260K Sell
2,584
-298
-10% -$27.4K 0.02% 420
2023
Q4 		$239K Buy
+2,882
New +$195K 0.02% 425

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pine Valley Investments's KKR Position: Q1 2026 in Review

Pine Valley Investments sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,797 shares — an estimated $229K sold.

Pine Valley Investments first reported a position in KKR in Q4 2023 and held it in 8 quarters. The position peaked at $264K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Pine Valley Investments reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Pine Valley Investments sold 1,797 KKR & Co shares in Q1 2026, an estimated $229K.
  • Pine Valley Investments first reported a position in KKR & Co in Q4 2023 and held it in 8 quarters.
  • Pine Valley Investments's KKR & Co position peaked at $264K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.