RW Investment Management’s KKR & Co KKR Stock Holding History

RW Investment Management’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	$903K	Buy	+9,762	New	+$1.03M	0.09%	49
2025 Q3	$1.27M	Hold	9,762	–	–	0.13%	35
2025 Q2	$1.3M	Hold	9,762	–	–	0.14%	33
2025 Q1	$1.13M	Hold	9,762	–	–	0.14%	34
2024 Q4	$1.44M	Hold	9,762	–	–	0.18%	30
2024 Q3	$1.27M	Hold	9,762	–	–	0.16%	32
2024 Q2	$1.03M	Sell	9,762 -27	-0.3%	-$2.75K	0.14%	34
2024 Q1	$985K	Buy	9,789 +65	+0.7%	+$5.98K	0.14%	37
2023 Q4	$806K	Hold	9,724	–	–	0.12%	35
2023 Q3	$599K	Hold	9,724	–	–	0.11%	46
2023 Q2	$545K	Buy	9,724 +24	+0.2%	+$1.26K	0.11%	48
2023 Q1	$509K	Hold	9,700	–	–	0.14%	49
2022 Q4	$450K	Buy	+9,700	New	+$473K	0.18%	49

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RW Investment Management's KKR Position: Q1 2026 in Review

RW Investment Management opened a new position in KKR & Co (KKR) in Q1 2026: 9,762 shares worth $903K. The stake represents 0.09% of the portfolio and ranks #49 among its holdings. This is a return to the name: RW Investment Management previously reported a position in KKR as recently as Q3 2025.

RW Investment Management first reported a position in KKR in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

RW Investment Management held 9,762 shares of KKR & Co worth $903K as of Q1 2026.
KKR & Co was a new RW Investment Management position in Q1 2026.
KKR & Co made up 0.09% of RW Investment Management's portfolio in Q1 2026, its #49 holding.
RW Investment Management first reported a position in KKR & Co in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's KKR & Co position peaked at $1.44M in Q4 2024.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.