Ramirez Asset Management’s KKR & Co KKR Stock Holding History

Ramirez Asset 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	–	Sell	-1,000	Closed	-$127K	–	365
2025 Q4	$127K	Hold	1,000	–	–	0.02%	235
2025 Q3	$130K	Hold	1,000	–	–	0.02%	232
2025 Q2	$133K	Hold	1,000	–	–	0.02%	226
2025 Q1	$116K	Hold	1,000	–	–	0.02%	243
2024 Q4	$148K	Hold	1,000	–	–	0.03%	225
2024 Q3	$131K	Hold	1,000	–	–	0.03%	241
2024 Q2	$105K	Hold	1,000	–	–	0.02%	264
2024 Q1	$101K	Hold	1,000	–	–	0.02%	275
2023 Q4	$82.8K	Hold	1,000	–	–	0.02%	283
2023 Q3	$61.6K	Buy	+1,000	New	+$60.7K	0.01%	288

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ramirez Asset Management's KKR Position: Q1 2026 in Review

Ramirez Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,000 shares — an estimated $127K sold.

Ramirez Asset Management first reported a position in KKR in Q3 2023 and held it in 10 quarters. The position peaked at $148K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Ramirez Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Ramirez Asset Management sold 1,000 KKR & Co shares in Q1 2026, an estimated $127K.
Ramirez Asset Management first reported a position in KKR & Co in Q3 2023 and held it in 10 quarters.
Ramirez Asset Management's KKR & Co position peaked at $148K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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