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Roundview Capital’s KKR & Co KKR Stock Holding History

Roundview Capital’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 		$317K Sell
3,450
-259
-7% -$25.1K 0.02% 304
2026
Q1 		$343K Buy
3,709
+1,629
+78% +$172K 0.02% 290
2025
Q4 		$265K Sell
2,080
-399
-16% -$49.6K 0.02% 299
2025
Q3 		$322K Buy
2,479
+135
+6% +$19.2K 0.02% 293
2025
Q2 		$312K Buy
2,344
+2
+0.1% +$234 0.02% 286
2025
Q1 		$271K Sell
2,342
-59
-2% -$8.12K 0.02% 286
2024
Q4 		$355K Buy
+2,401
New +$352K 0.02% 288
2023
Q2 		– Sell
-17,837
Closed -$937K – 320
2023
Q1 		$937K Sell
17,837
-61
-0.3% -$3.27K 0.1% 193
2022
Q4 		$831K Sell
17,898
-72
-0.4% -$3.51K 0.09% 200
2022
Q3 		$773K Buy
17,970
+236
+1% +$11.9K 0.1% 186
2022
Q2 		$821K Sell
17,734
-168
-0.9% -$8.81K 0.1% 183
2022
Q1 		$1.05M Buy
17,902
+371
+2% +$23.4K 0.11% 173
2021
Q4 		$1.31M Buy
17,531
+1,061
+6% +$78.3K 0.13% 166
2021
Q3 		$1M Buy
16,470
+578
+4% +$36.3K 0.11% 182
2021
Q2 		$941K Buy
15,892
+69
+0.4% +$3.83K 0.11% 190
2021
Q1 		$773K Buy
+15,823
New +$708K 0.1% 195

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

Roundview Capital's KKR Position: Q2 2026 in Review

Roundview Capital reduced its KKR & Co (KKR) stake by 7% in Q2 2026, selling an estimated $25.1K and leaving 3,450 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #304.

Roundview Capital first reported a position in KKR in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.31M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Roundview Capital held 3,450 shares of KKR & Co worth $317K as of Q2 2026.
  • Roundview Capital sold 259 KKR & Co shares in Q2 2026, an estimated $25.1K.
  • KKR & Co made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #304 holding.
  • Roundview Capital first reported a position in KKR & Co in Q1 2021 and has held it in 16 quarters since.
  • Roundview Capital's KKR & Co position peaked at $1.31M in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.