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Rathbones Group’s KKR & Co KKR Stock Holding History

Rathbones Group’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 		$168M Buy
1,810,812
+310,265
+21% +$32.7M 0.67% 38
2025
Q4 		$191M Buy
1,500,547
+686,175
+84% +$85.3M 0.75% 36
2025
Q3 		$106M Buy
814,372
+78,976
+11% +$11.2M 0.43% 60
2025
Q2 		$97.8M Buy
735,396
+78,210
+12% +$9.15M 0.42% 61
2025
Q1 		$76M Buy
657,186
+319,704
+95% +$44M 0.37% 73
2024
Q4 		$49.9M Buy
337,482
+311,842
+1,216% +$45.8M 0.24% 93
2024
Q3 		$3.35M Sell
25,640
-3,185
-11% -$377K 0.02% 227
2024
Q2 		$3.03M Buy
28,825
+1,810
+7% +$184K 0.02% 232
2024
Q1 		$2.72M Sell
27,015
-315
-1% -$29K 0.02% 238
2023
Q4 		$2.26M Sell
27,330
-3,865
-12% -$262K 0.01% 247
2023
Q3 		$1.92M Buy
31,195
+21,560
+224% +$1.31M 0.01% 258
2023
Q2 		$540K Buy
9,635
+635
+7% +$33.3K 0.01% 293
2023
Q1 		$473K Hold
9,000
– – ﹤0.01% 303
2022
Q4 		$418K Hold
9,000
– – ﹤0.01% 311
2022
Q3 		$387K Hold
9,000
– – ﹤0.01% 313
2022
Q2 		$417K Hold
9,000
– – ﹤0.01% 319
2022
Q1 		$526K Sell
9,000
-3,275
-27% -$206K 0.01% 299
2021
Q4 		$914K Sell
12,275
-1,125
-8% -$83K 0.01% 258
2021
Q3 		$816K Hold
13,400
– – 0.01% 261
2021
Q2 		$794K Hold
13,400
– – 0.01% 267
2021
Q1 		$655K Hold
13,400
– – 0.01% 271
2020
Q4 		$543K Sell
13,400
-630
-4% -$23.8K 0.01% 276
2020
Q3 		$482K Hold
14,030
– – 0.01% 263
2020
Q2 		$433K Buy
+14,030
New +$377K 0.01% 252
2020
Q1 		– Sell
-15,530
Closed -$453K – 338
2019
Q4 		$453K Hold
15,530
– – 0.01% 242
2019
Q3 		$417K Buy
+15,530
New +$410K 0.01% 249
2018
Q1 		– Sell
-13,759
Closed -$290K – 321
2017
Q4 		$290K Hold
13,759
– – 0.01% 261
2017
Q3 		$280K Buy
+13,759
New +$261K 0.01% 255

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rathbones Group's KKR Position: Q1 2026 in Review

Rathbones Group increased its KKR & Co (KKR) stake by 21% in Q1 2026, buying an estimated $32.7M and bringing the position to 1,810,812 shares worth $168M. The position accounts for 0.67% of the portfolio, ranked #38.

Rathbones Group first reported a position in KKR in Q3 2017 and has held it in 28 quarters since. The position peaked at $191M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Rathbones Group held 1,810,812 shares of KKR & Co worth $168M as of Q1 2026.
  • Rathbones Group bought 310,265 KKR & Co shares in Q1 2026, an estimated $32.7M.
  • KKR & Co made up 0.67% of Rathbones Group's portfolio in Q1 2026, its #38 holding.
  • Rathbones Group first reported a position in KKR & Co in Q3 2017 and has held it in 28 quarters since.
  • Rathbones Group's KKR & Co position peaked at $191M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.