RT
KKR.PRD

Robert Torray’s KKR & Co 6.25% Series D Preferred Stock KKR.PRD Stock Holding History

Robert Torray’s Portfolio KKR.PRD Stock Details KKR.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9M Buy
573,623
+92,447
+19% +$3.87M 3.08% 6
2026
Q1 		$19.4M Buy
481,176
+66,774
+16% +$3.02M 2.84% 14
2025
Q4 		$21.5M Buy
+414,402
New +$21.1M 3.08% 9

Other funds holding KKR.PRD

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Robert Torray's KKR.PRD Position: Q2 2026 in Review

Robert Torray increased its KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) stake by 19% in Q2 2026, buying an estimated $3.87M and bringing the position to 573,623 shares worth $22.9M. The position accounts for 3.08% of the portfolio, ranked #6.

Robert Torray first reported a position in KKR.PRD in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold KKR.PRD as of Q2 2026.

  • Robert Torray held 573,623 shares of KKR & Co 6.25% Series D Preferred Stock worth $22.9M as of Q2 2026.
  • Robert Torray bought 92,447 KKR & Co 6.25% Series D Preferred Stock shares in Q2 2026, an estimated $3.87M.
  • KKR & Co 6.25% Series D Preferred Stock made up 3.08% of Robert Torray's portfolio in Q2 2026, its #6 holding.
  • Robert Torray first reported a position in KKR & Co 6.25% Series D Preferred Stock in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held KKR & Co 6.25% Series D Preferred Stock as of Q2 2026.

Based on Torray Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.