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Ross\Johnson & Associates’s KKR & Co KKR Stock Holding History

Ross\Johnson & Associates’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
Closed -$127 – 287
2025
Q4 		$127 Buy
+1
New +$124 ﹤0.01% 284

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ross\Johnson & Associates's KKR Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1 share — an estimated $127 sold.

Ross\Johnson & Associates first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $127 in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Ross\Johnson & Associates reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Ross\Johnson & Associates sold 1 KKR & Co share in Q1 2026, an estimated $127.
  • Ross\Johnson & Associates first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's KKR & Co position peaked at $127 in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.