Poehling Capital Management’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
Q2 | $2.88M | Sell |
31,404
-155
| -0.5% | -$15K | 0.62% | 49 |
|
|
2026
Q1 | $2.92M | Hold |
31,559
| – | – | 0.61% | 48 |
|
|
2025
Q4 | $4.02M | Sell |
31,559
-1,134
| -3% | -$141K | 0.82% | 37 |
|
|
2025
Q3 | $4.25M | Sell |
32,693
-285
| -0.9% | -$40.5K | 0.89% | 36 |
|
|
2025
Q2 | $4.39M | Hold |
32,978
| – | – | 1.02% | 31 |
|
|
2025
Q1 | $3.81M | Sell |
32,978
-347
| -1% | -$47.7K | 0.96% | 31 |
|
|
2024
Q4 | $4.93M | Sell |
33,325
-232
| -0.7% | -$34K | 1.21% | 22 |
|
|
2024
Q3 | $4.38M | Sell |
33,557
-705
| -2% | -$83.4K | 1.12% | 27 |
|
|
2024
Q2 | $3.61M | Sell |
34,262
-246
| -0.7% | -$25K | 0.99% | 30 |
|
|
2024
Q1 | $3.47M | Sell |
34,508
-249
| -0.7% | -$22.9K | 0.93% | 33 |
|
|
2023
Q4 | $2.88M | Sell |
34,757
-9,372
| -21% | -$635K | 0.91% | 35 |
|
|
2023
Q3 | $2.72M | Buy |
44,129
+1,571
| +4% | +$95.4K | 0.95% | 32 |
|
|
2023
Q2 | $2.38M | Sell |
42,558
-3,694
| -8% | -$194K | 0.81% | 40 |
|
|
2023
Q1 | $2.43M | Sell |
46,252
-1,046
| -2% | -$56.1K | 0.82% | 43 |
|
|
2022
Q4 | $2.2M | Sell |
47,298
-159
| -0.3% | -$7.75K | 0.82% | 38 |
|
|
2022
Q3 | $2.04M | Sell |
47,457
-41,429
| -47% | -$2.09M | 0.86% | 33 |
|
|
2022
Q2 | $4.12M | Sell |
88,886
-1,620
| -2% | -$85K | 1.55% | 25 |
|
|
2022
Q1 | $5.29M | Buy |
90,506
+205
| +0.2% | +$12.9K | 1.64% | 19 |
|
|
2021
Q4 | $6.73M | Sell |
90,301
-2,602
| -3% | -$192K | 2.17% | 13 |
|
|
2021
Q3 | $5.66M | Sell |
92,903
-1,663
| -2% | -$104K | 1.91% | 13 |
|
|
2021
Q2 | $5.6M | Sell |
94,566
-1,232
| -1% | -$68.4K | 1.78% | 13 |
|
|
2021
Q1 | $4.68M | Sell |
95,798
-3,405
| -3% | -$152K | 1.64% | 13 |
|
|
2020
Q4 | $4.02M | Sell |
99,203
-123
| -0.1% | -$4.65K | 1.59% | 14 |
|
|
2020
Q3 | $3.41M | Sell |
99,326
-1,695
| -2% | -$59.3K | 1.75% | 13 |
|
|
2020
Q2 | $3.12M | Buy |
101,021
+29,161
| +41% | +$783K | 1.68% | 16 |
|
|
2020
Q1 | $1.69M | Sell |
71,860
-4,065
| -5% | -$117K | 1.24% | 27 |
|
|
2019
Q4 | $2.21M | Sell |
75,925
-1,760
| -2% | -$50.1K | 1.45% | 18 |
|
|
2019
Q3 | $2.09M | Sell |
77,685
-3,960
| -5% | -$104K | 1.53% | 17 |
|
|
2019
Q2 | $2.06M | Buy |
81,645
+2,025
| +3% | +$48.5K | 1.38% | 23 |
|
|
2019
Q1 | $1.87M | Buy |
79,620
+58,540
| +278% | +$1.33M | 1.36% | 24 |
|
|
2018
Q4 | $414K | Buy |
21,080
+12,670
| +151% | +$290K | 0.4% | 65 |
|
|
2018
Q3 | $229K | Hold |
8,410
| – | – | 0.16% | 93 |
|
|
2018
Q2 | $209K | Buy |
8,410
+750
| +10% | +$16.7K | 0.18% | 93 |
|
|
2018
Q1 | $155K | Hold |
7,660
| – | – | 0.13% | 100 |
|
|
2017
Q4 | $161K | Buy |
+7,660
| New | +$154K | 0.14% | 95 |
|
Other funds holding KKR
Poehling Capital Management's KKR Position: Q2 2026 in Review
Poehling Capital Management reduced its KKR & Co (KKR) stake by 0.49% in Q2 2026, selling an estimated $15K and leaving 31,404 shares worth $2.88M. The position accounts for 0.62% of the portfolio, ranked #49.
Poehling Capital Management first reported a position in KKR in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.73M in Q4 2021. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Poehling Capital Management held 31,404 shares of KKR & Co worth $2.88M as of Q2 2026.
- Poehling Capital Management sold 155 KKR & Co shares in Q2 2026, an estimated $15K.
- KKR & Co made up 0.62% of Poehling Capital Management's portfolio in Q2 2026, its #49 holding.
- Poehling Capital Management first reported a position in KKR & Co in Q4 2017 and has held it in 35 quarters since.
- Poehling Capital Management's KKR & Co position peaked at $6.73M in Q4 2021.
- 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.