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 Q2	$896K	Hold	9,762	–	–	0.08%	52
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RW Investment Management's KKR Position: Q2 2026 in Review

RW Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 9,762 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #52.

RW Investment Management first reported a position in KKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

RW Investment Management held 9,762 shares of KKR & Co worth $896K as of Q2 2026.
RW Investment Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.08% of RW Investment Management's portfolio in Q2 2026, its #52 holding.
RW Investment Management first reported a position in KKR & Co in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's KKR & Co position peaked at $1.44M in Q4 2024.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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