PAIM
KKR icon

Punch & Associates Investment Management’s KKR & Co KKR Stock Holding History

Punch & Associates 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 		$14.9M Buy
161,910
+296
+0.2% +$28.7K 0.74% 48
2026
Q1 		$14.9M Buy
161,614
+109
+0.1% +$11.5K 0.86% 40
2025
Q4 		$20.6M Buy
161,505
+1,800
+1% +$224K 1.2% 22
2025
Q3 		$20.8M Buy
159,705
+353
+0.2% +$50.1K 1.2% 24
2025
Q2 		$21.2M Buy
159,352
+6,575
+4% +$770K 1.3% 17
2025
Q1 		$17.7M Sell
152,777
-11,113
-7% -$1.53M 1.16% 21
2024
Q4 		$24.2M Sell
163,890
-1,989
-1% -$292K 1.32% 18
2024
Q3 		$21.7M Sell
165,879
-178
-0.1% -$21.1K 1.19% 19
2024
Q2 		$17.5M Sell
166,057
-27,082
-14% -$2.76M 1.02% 23
2024
Q1 		$19.4M Sell
193,139
-9,046
-4% -$832K 1.11% 18
2023
Q4 		$16.8M Buy
202,185
+844
+0.4% +$57.1K 0.98% 21
2023
Q3 		$12.4M Sell
201,341
-361
-0.2% -$21.9K 0.79% 31
2023
Q2 		$11.3M Sell
201,702
-170
-0.1% -$8.9K 0.69% 47
2023
Q1 		$10.6M Buy
201,872
+31,310
+18% +$1.68M 0.68% 54
2022
Q4 		$7.92M Buy
170,562
+2,126
+1% +$104K 0.51% 84
2022
Q3 		$7.24M Buy
168,436
+325
+0.2% +$16.4K 0.51% 82
2022
Q2 		$7.78M Buy
+168,111
New +$8.82M 0.54% 78

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

Punch & Associates Investment Management's KKR Position: Q2 2026 in Review

Punch & Associates Investment Management increased its KKR & Co (KKR) stake by 0.18% in Q2 2026, buying an estimated $28.7K and bringing the position to 161,910 shares worth $14.9M. The position accounts for 0.74% of the portfolio, ranked #48.

Punch & Associates Investment Management first reported a position in KKR in Q2 2022 and has held it in 17 quarters since. The position peaked at $24.2M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Punch & Associates Investment Management held 161,910 shares of KKR & Co worth $14.9M as of Q2 2026.
  • Punch & Associates Investment Management bought 296 KKR & Co shares in Q2 2026, an estimated $28.7K.
  • KKR & Co made up 0.74% of Punch & Associates Investment Management's portfolio in Q2 2026, its #48 holding.
  • Punch & Associates Investment Management first reported a position in KKR & Co in Q2 2022 and has held it in 17 quarters since.
  • Punch & Associates Investment Management's KKR & Co position peaked at $24.2M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.