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Rothschild Investment LLC’s KKR & Co KKR Stock Holding History

Rothschild Investment LLC’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
Q2 		$4M Buy
43,559
+2,372
+6% +$230K 0.15% 136
2026
Q1 		$3.81M Buy
41,187
+5,075
+14% +$535K 0.2% 107
2025
Q4 		$4.6M Sell
36,112
-340
-0.9% -$42.3K 0.25% 88
2025
Q3 		$4.74M Buy
36,452
+255
+0.7% +$36.2K 0.27% 85
2025
Q2 		$4.82M Buy
36,197
+120
+0.3% +$14K 0.3% 81
2025
Q1 		$4.17M Sell
36,077
-792
-2% -$109K 0.28% 78
2024
Q4 		$5.45M Sell
36,869
-899
-2% -$132K 0.36% 68
2024
Q3 		$4.93M Sell
37,768
-49
-0.1% -$5.8K 0.32% 74
2024
Q2 		$3.98M Sell
37,817
-1,816
-5% -$185K 0.28% 80
2024
Q1 		$3.99M Sell
39,633
-1,400
-3% -$129K 0.29% 82
2023
Q4 		$3.4M Hold
41,033
– – 0.29% 83
2023
Q3 		$2.53M Buy
41,033
+2,030
+5% +$123K 0.21% 109
2023
Q2 		$2.18M Sell
39,003
-1,064
-3% -$55.7K 0.18% 122
2023
Q1 		$2.1M Buy
40,067
+305
+0.8% +$16.4K 0.18% 125
2022
Q4 		$1.85M Sell
39,762
-11,750
-23% -$573K 0.17% 131
2022
Q3 		$2.21M Sell
51,512
-1,020
-2% -$51.5K 0.22% 114
2022
Q2 		$2.43M Sell
52,532
-1,000
-2% -$52.5K 0.22% 109
2022
Q1 		$3.13M Sell
53,532
-1,220
-2% -$76.8K 0.25% 103
2021
Q4 		$4.08M Sell
54,752
-1,990
-4% -$147K 0.32% 83
2021
Q3 		$3.45M Sell
56,742
-650
-1% -$40.8K 0.29% 87
2021
Q2 		$3.4M Sell
57,392
-400
-0.7% -$22.2K 0.27% 96
2021
Q1 		$2.82M Hold
57,792
– – 0.24% 103
2020
Q4 		$2.34M Sell
57,792
-1,200
-2% -$45.3K 0.23% 106
2020
Q3 		$2.03M Buy
58,992
+400
+0.7% +$14K 0.22% 106
2020
Q2 		$1.81M Buy
58,592
+165
+0.3% +$4.43K 0.22% 110
2020
Q1 		$1.37M Buy
58,427
+2,150
+4% +$61.7K 0.18% 131
2019
Q4 		$1.64M Buy
56,277
+1,320
+2% +$37.6K 0.16% 142
2019
Q3 		$1.48M Hold
54,957
– – 0.17% 129
2019
Q2 		$1.39M Hold
54,957
– – 0.16% 136
2019
Q1 		$1.29M Buy
54,957
+4,592
+9% +$105K 0.15% 147
2018
Q4 		$989K Buy
50,365
+672
+1% +$15.4K 0.13% 148
2018
Q3 		$1.35M Buy
49,693
+3,945
+9% +$105K 0.16% 138
2018
Q2 		$1.14M Hold
45,748
– – 0.14% 154
2018
Q1 		$929K Sell
45,748
-93,975
-67% -$2.09M 0.12% 173
2017
Q4 		$2.94M Sell
139,723
-500
-0.4% -$10K 0.32% 75
2017
Q3 		$2.85M Sell
140,223
-3,325
-2% -$63.1K 0.32% 72
2017
Q2 		$2.67M Buy
143,548
+1,650
+1% +$30.2K 0.3% 77
2017
Q1 		$2.59M Sell
141,898
-2,554
-2% -$45.4K 0.3% 81
2016
Q4 		$2.22M Buy
144,452
+4,177
+3% +$63K 0.27% 98
2016
Q3 		$2M Buy
140,275
+33,944
+32% +$481K 0.24% 111
2016
Q2 		$1.31M Buy
106,331
+7,100
+7% +$95K 0.17% 142
2016
Q1 		$1.46M Buy
99,231
+1,500
+2% +$20.4K 0.19% 129
2015
Q4 		$1.52M Buy
97,731
+320
+0.3% +$5.47K 0.19% 121
2015
Q3 		$1.64M Buy
97,411
+2,830
+3% +$60.1K 0.22% 114
2015
Q2 		$2.16M Hold
94,581
– – 0.25% 105
2015
Q1 		$2.16M Buy
94,581
+14,900
+19% +$352K 0.25% 100
2014
Q4 		$1.85M Sell
79,681
-3,580
-4% -$78.5K 0.22% 106
2014
Q3 		$1.86M Buy
83,261
+8,459
+11% +$198K 0.23% 108
2014
Q2 		$1.82M Buy
74,802
+9,002
+14% +$210K 0.23% 113
2014
Q1 		$1.5M Sell
65,800
-175
-0.3% -$4.24K 0.2% 120
2013
Q4 		$1.61M Sell
65,975
-2,900
-4% -$66.7K 0.22% 107
2013
Q3 		$1.42M Sell
68,875
-1,700
-2% -$34.1K 0.21% 111
2013
Q2 		$1.39M Buy
+70,575
New +$1.4M 0.23% 108

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Rothschild Investment LLC's KKR Position: Q2 2026 in Review

Rothschild Investment LLC increased its KKR & Co (KKR) stake by 5.8% in Q2 2026, buying an estimated $230K and bringing the position to 43,559 shares worth $4M. The position accounts for 0.15% of the portfolio, ranked #136.

Rothschild Investment LLC first reported a position in KKR in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.45M in Q4 2024. 620 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Rothschild Investment LLC held 43,559 shares of KKR & Co worth $4M as of Q2 2026.
  • Rothschild Investment LLC bought 2,372 KKR & Co shares in Q2 2026, an estimated $230K.
  • KKR & Co made up 0.15% of Rothschild Investment LLC's portfolio in Q2 2026, its #136 holding.
  • Rothschild Investment LLC first reported a position in KKR & Co in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's KKR & Co position peaked at $5.45M in Q4 2024.
  • 620 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.