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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
Q2 		$3.59M Buy
39,169
+8,087
+26% +$784K 0.04% 362
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 $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 $3.37T AUM 44.26% 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

Principal Securities's KKR Position: Q2 2026 in Review

Principal Securities increased its KKR & Co (KKR) stake by 26% in Q2 2026, buying an estimated $784K and bringing the position to 39,169 shares worth $3.59M. The position accounts for 0.04% of the portfolio, ranked #362.

Principal Securities first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Principal Securities held 39,169 shares of KKR & Co worth $3.59M as of Q2 2026.
  • Principal Securities bought 8,087 KKR & Co shares in Q2 2026, an estimated $784K.
  • KKR & Co made up 0.04% of Principal Securities's portfolio in Q2 2026, its #362 holding.
  • Principal Securities first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's KKR & Co position peaked at $4.04M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.