Rakuten Investment Management’s KKR & Co KKR Stock Holding History

Rakuten 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 Q1	$8.92M	Buy	98,752 +11,119	+13%	+$1.17M	0.02%	181
2025 Q4	$11.3M	Sell	87,633 -238,030	-73%	-$29.6M	0.04%	142
2025 Q3	$103M	Buy	+325,663	New	+$46.2M	0.37%	15
2025 Q1	$6.92M	Buy	+60,230	New	+$8.29M	0.03%	155
2024 Q3	$4.92M	Buy	37,241 +9,536	+34%	+$1.13M	0.03%	116
2024 Q2	$2.93M	Buy	27,705 +22,727	+457%	+$2.31M	0.02%	131
2024 Q1	$501K	Buy	4,978 +4,566	+1,108%	+$420K	﹤0.01%	324
2023 Q4	$34.4K	Buy	+412	New	+$27.9K	﹤0.01%	358

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rakuten Investment Management's KKR Position: Q1 2026 in Review

Rakuten Investment Management increased its KKR & Co (KKR) stake by 13% in Q1 2026, buying an estimated $1.17M and bringing the position to 98,752 shares worth $8.92M. The position accounts for 0.02% of the portfolio, ranked #181.

Rakuten Investment Management first reported a position in KKR in Q4 2023 and has held it in 8 quarters since. The position peaked at $103M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Rakuten Investment Management held 98,752 shares of KKR & Co worth $8.92M as of Q1 2026.
Rakuten Investment Management bought 11,119 KKR & Co shares in Q1 2026, an estimated $1.17M.
KKR & Co made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #181 holding.
Rakuten Investment Management first reported a position in KKR & Co in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's KKR & Co position peaked at $103M in Q3 2025.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.