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Prota Financial’s KKR & Co KKR Stock Holding History

Prota Financial’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 		– Sell
-2,219
Closed -$205K – 73
2026
Q1 		$205K Sell
2,219
-408
-16% -$43K 0.15% 62
2025
Q4 		$335K Buy
+2,627
New +$327K 0.24% 53

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Prota Financial's KKR Position: Q2 2026 in Review

Prota Financial sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,219 shares — an estimated $205K sold.

Prota Financial first reported a position in KKR in Q4 2025 and held it in 2 quarters. The position peaked at $335K in Q4 2025. 293 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Prota Financial reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Prota Financial sold 2,219 KKR & Co shares in Q2 2026, an estimated $205K.
  • Prota Financial first reported a position in KKR & Co in Q4 2025 and held it in 2 quarters.
  • Prota Financial's KKR & Co position peaked at $335K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.