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Sagewood Asset Management’s KKR & Co KKR Stock Holding History

Sagewood Asset 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 		$1.1M Buy
12,005
+5,291
+79% +$513K 0.25% 75
2026
Q1 		$621K Buy
6,714
+2,857
+74% +$301K 0.19% 104
2025
Q4 		$492K Buy
+3,857
New +$480K 0.17% 100

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's KKR Position: Q2 2026 in Review

Sagewood Asset Management increased its KKR & Co (KKR) stake by 79% in Q2 2026, buying an estimated $513K and bringing the position to 12,005 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #75.

Sagewood Asset Management first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sagewood Asset Management held 12,005 shares of KKR & Co worth $1.1M as of Q2 2026.
  • Sagewood Asset Management bought 5,291 KKR & Co shares in Q2 2026, an estimated $513K.
  • KKR & Co made up 0.25% of Sagewood Asset Management's portfolio in Q2 2026, its #75 holding.
  • Sagewood Asset Management first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.