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Plato Investment Management’s KKR & Co KKR Stock Holding History

Plato Investment 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 		$4.29K Hold
47
– – ﹤0.01% 479
2026
Q1 		$4.35K Hold
47
– – ﹤0.01% 484
2025
Q4 		$6.02K Hold
47
– – ﹤0.01% 473
2025
Q3 		$6.06K Hold
47
– – ﹤0.01% 477
2025
Q2 		$6.23K Buy
47
+4
+9% +$468 ﹤0.01% 483
2025
Q1 		$5.03K Sell
43
-700
-94% -$96.3K ﹤0.01% 499
2024
Q4 		$110K Hold
743
– – 0.01% 455
2024
Q3 		$96.9K Buy
+743
New +$87.9K 0.01% 429

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

Plato Investment Management's KKR Position: Q2 2026 in Review

Plato Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 47 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Plato Investment Management first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $110K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Plato Investment Management held 47 shares of KKR & Co worth $4.29K as of Q2 2026.
  • Plato Investment Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #479 holding.
  • Plato Investment Management first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
  • Plato Investment Management's KKR & Co position peaked at $110K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.