Pinnacle Associates’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.65M | Sell |
71,886
-2,121
| -3% | -$224K | 0.09% | 220 |
|
|
2025
Q4 | $9.43M | Sell |
74,007
-1,183
| -2% | -$147K | 0.12% | 178 |
|
|
2025
Q3 | $9.77M | Sell |
75,190
-943
| -1% | -$134K | 0.13% | 170 |
|
|
2025
Q2 | $10.1M | Buy |
76,133
+50,386
| +196% | +$5.9M | 0.15% | 161 |
|
|
2025
Q1 | $2.98M | Buy |
25,747
+6,602
| +34% | +$908K | 0.04% | 318 |
|
|
2024
Q4 | $2.83M | Sell |
19,145
-281
| -1% | -$41.2K | 0.04% | 323 |
|
|
2024
Q3 | $1.61M | Sell |
19,426
-175
| -0.9% | -$20.7K | 0.03% | 390 |
|
|
2024
Q2 | $2.06M | Buy |
19,601
+13
| +0.1% | +$1.32K | 0.03% | 360 |
|
|
2024
Q1 | $1.97M | Buy |
19,588
+162
| +0.8% | +$14.9K | 0.03% | 373 |
|
|
2023
Q4 | $1.61M | Sell |
19,426
-63
| -0.3% | -$4.27K | 0.03% | 395 |
|
|
2023
Q3 | $1.2M | Sell |
19,489
-614
| -3% | -$37.3K | 0.02% | 426 |
|
|
2023
Q2 | $1.13M | Sell |
20,103
-8,634
| -30% | -$452K | 0.02% | 451 |
|
|
2023
Q1 | $1.51M | Buy |
28,737
+1,528
| +6% | +$82K | 0.03% | 342 |
|
|
2022
Q4 | $1.26M | Buy |
27,209
+490
| +2% | +$23.9K | 0.03% | 369 |
|
|
2022
Q3 | $1.15M | Buy |
26,719
+200
| +0.8% | +$10.1K | 0.03% | 375 |
|
|
2022
Q2 | $1.23M | Buy |
26,519
+1
| +0% | +$52 | 0.03% | 364 |
|
|
2022
Q1 | $1.55M | Sell |
26,518
-11,650
| -31% | -$733K | 0.03% | 370 |
|
|
2021
Q4 | $2.84M | Sell |
38,168
-106
| -0.3% | -$7.82K | 0.05% | 293 |
|
|
2021
Q3 | $2.33M | Sell |
38,274
-4,158
| -10% | -$261K | 0.04% | 317 |
|
|
2021
Q2 | $2.51M | Sell |
42,432
-265
| -0.6% | -$14.7K | 0.05% | 303 |
|
|
2021
Q1 | $2.09M | Sell |
42,697
-1,917
| -4% | -$85.8K | 0.04% | 316 |
|
|
2020
Q4 | $1.81M | Sell |
44,614
-2,999
| -6% | -$113K | 0.04% | 317 |
|
|
2020
Q3 | $1.64M | Sell |
47,613
-2,606
| -5% | -$91.2K | 0.04% | 305 |
|
|
2020
Q2 | $1.55M | Sell |
50,219
-199
| -0.4% | -$5.35K | 0.04% | 306 |
|
|
2020
Q1 | $1.18M | Sell |
50,418
-22,899
| -31% | -$658K | 0.04% | 317 |
|
|
2019
Q4 | $2.14M | Sell |
73,317
-1,699
| -2% | -$48.4K | 0.05% | 297 |
|
|
2019
Q3 | $2.01M | Sell |
75,016
-7,273
| -9% | -$192K | 0.05% | 305 |
|
|
2019
Q2 | $2.08M | Buy |
82,289
+219
| +0.3% | +$5.24K | 0.05% | 296 |
|
|
2019
Q1 | $1.93M | Sell |
82,070
-1,032
| -1% | -$23.5K | 0.04% | 307 |
|
|
2018
Q4 | $1.63M | Buy |
83,102
+4,450
| +6% | +$102K | 0.04% | 319 |
|
|
2018
Q3 | $2.15M | Sell |
78,652
-4,948
| -6% | -$132K | 0.04% | 305 |
|
|
2018
Q2 | $2.08M | Sell |
83,600
-615
| -0.7% | -$13.7K | 0.04% | 303 |
|
|
2018
Q1 | $1.71M | Sell |
84,215
-1,300
| -2% | -$28.9K | 0.03% | 330 |
|
|
2017
Q4 | $1.8M | Sell |
85,515
-4,850
| -5% | -$97.4K | 0.03% | 317 |
|
|
2017
Q3 | $1.84M | Sell |
90,365
-3,185
| -3% | -$60.4K | 0.03% | 318 |
|
|
2017
Q2 | $1.74M | Sell |
93,550
-1,400
| -1% | -$25.6K | 0.03% | 323 |
|
|
2017
Q1 | $1.73M | Sell |
94,950
-7,150
| -7% | -$127K | 0.03% | 331 |
|
|
2016
Q4 | $1.57M | Sell |
102,100
-2,012
| -2% | -$30.3K | 0.03% | 336 |
|
|
2016
Q3 | $1.49M | Sell |
104,112
-1,800
| -2% | -$25.5K | 0.03% | 332 |
|
|
2016
Q2 | $1.31M | Buy |
105,912
+7,850
| +8% | +$105K | 0.03% | 341 |
|
|
2016
Q1 | $1.44M | Buy |
98,062
+1,250
| +1% | +$17K | 0.03% | 321 |
|
|
2015
Q4 | $1.51M | Buy |
96,812
+16,300
| +20% | +$279K | 0.03% | 309 |
|
|
2015
Q3 | $1.35M | Sell |
80,512
-1,123
| -1% | -$23.9K | 0.03% | 318 |
|
|
2015
Q2 | $1.86M | Buy |
81,635
+5,175
| +7% | +$119K | 0.03% | 295 |
|
|
2015
Q1 | $1.74M | Buy |
76,460
+10,915
| +17% | +$258K | 0.03% | 295 |
|
|
2014
Q4 | $1.52M | Buy |
65,545
+1,819
| +3% | +$39.9K | 0.03% | 312 |
|
|
2014
Q3 | $1.42M | Buy |
63,726
+8,875
| +16% | +$208K | 0.03% | 320 |
|
|
2014
Q2 | $1.33M | Sell |
54,851
-100
| -0.2% | -$2.33K | 0.03% | 330 |
|
|
2014
Q1 | $1.25M | Buy |
54,951
+550
| +1% | +$13.3K | 0.02% | 325 |
|
|
2013
Q4 | $1.32M | Buy |
54,401
+3,959
| +8% | +$91.1K | 0.03% | 328 |
|
|
2013
Q3 | $1.04M | Buy |
50,442
+4,400
| +10% | +$88.2K | 0.02% | 344 |
|
|
2013
Q2 | $905K | Buy |
+46,042
| New | +$914K | 0.02% | 347 |
|
Other funds holding KKR
VCM
Pinnacle Associates's KKR Position: Q1 2026 in Review
Pinnacle Associates reduced its KKR & Co (KKR) stake by 2.9% in Q1 2026, selling an estimated $224K and leaving 71,886 shares worth $6.65M. The position accounts for 0.09% of the portfolio, ranked #220.
Pinnacle Associates first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.1M in Q2 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Pinnacle Associates held 71,886 shares of KKR & Co worth $6.65M as of Q1 2026.
- Pinnacle Associates sold 2,121 KKR & Co shares in Q1 2026, an estimated $224K.
- KKR & Co made up 0.09% of Pinnacle Associates's portfolio in Q1 2026, its #220 holding.
- Pinnacle Associates first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's KKR & Co position peaked at $10.1M in Q2 2025.
- 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.