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Principal Securities’s KKR & Co KKR Stock Holding History

Principal Securities’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 		$2.88M Sell
31,082
-614
-2% -$64.7K 0.04% 376
2025
Q4 		$4.04M Buy
31,696
+1,996
+7% +$248K 0.06% 294
2025
Q3 		$3.86M Buy
29,700
+1,684
+6% +$239K 0.06% 281
2025
Q2 		$3.73M Buy
28,016
+2,059
+8% +$241K 0.07% 271
2025
Q1 		$3.84M Hold
25,957
– – 0.09% 232
2024
Q4 		$3.84M Buy
25,957
+1,484
+6% +$218K 0.09% 229
2024
Q3 		$3.2M Sell
24,473
-325
-1% -$38.5K 0.08% 240
2024
Q2 		$2.61M Sell
24,798
-336
-1% -$34.2K 0.07% 245
2024
Q1 		$2.53M Buy
25,134
+1,562
+7% +$144K 0.08% 238
2023
Q4 		$1.95M Buy
+23,572
New +$1.6M 0.07% 255

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Principal Securities's KKR Position: Q1 2026 in Review

Principal Securities reduced its KKR & Co (KKR) stake by 1.9% in Q1 2026, selling an estimated $64.7K and leaving 31,082 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #376.

Principal Securities first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Principal Securities held 31,082 shares of KKR & Co worth $2.88M as of Q1 2026.
  • Principal Securities sold 614 KKR & Co shares in Q1 2026, an estimated $64.7K.
  • KKR & Co made up 0.04% of Principal Securities's portfolio in Q1 2026, its #376 holding.
  • Principal Securities first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's KKR & Co position peaked at $4.04M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.