Salem Investment Counselors’s KKR & Co KKR Stock Holding History

Salem Investment Counselors’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	$43.1K	Hold	470	–	–	﹤0.01%	641
2026 Q1	$43.5K	Buy	+470	New	+$49.5K	﹤0.01%	624
2025 Q4	–	Sell	-51	Closed	-$6.63K	–	805
2025 Q3	$6.63K	Hold	51	–	–	﹤0.01%	942
2025 Q2	$6.79K	Hold	51	–	–	﹤0.01%	906
2025 Q1	$5.9K	Hold	51	–	–	﹤0.01%	911
2024 Q4	$7.54K	Sell	51 -10	-16%	-$1.47K	﹤0.01%	868
2024 Q3	$7.97K	Buy	61 +10	+20%	+$1.18K	﹤0.01%	867
2024 Q2	$5.37K	Hold	51	–	–	﹤0.01%	915
2024 Q1	$5.13K	Buy	+51	New	+$4.69K	﹤0.01%	924
2023 Q2	–	Sell	-150	Closed	-$7.88K	–	1178
2023 Q1	$7.88K	Sell	150 -25	-14%	-$1.34K	﹤0.01%	855
2022 Q4	$8.12K	Buy	+175	New	+$8.53K	﹤0.01%	815

Other funds holding KKR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Salem Investment Counselors's KKR Position: Q2 2026 in Review

Salem Investment Counselors held its KKR & Co (KKR) position steady in Q2 2026 at 470 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Salem Investment Counselors first reported a position in KKR in Q4 2022 and has held it in 11 quarters since. The position peaked at $43.5K in Q1 2026. 528 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Salem Investment Counselors held 470 shares of KKR & Co worth $43.1K as of Q2 2026.
Salem Investment Counselors left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #641 holding.
Salem Investment Counselors first reported a position in KKR & Co in Q4 2022 and has held it in 11 quarters since.
Salem Investment Counselors's KKR & Co position peaked at $43.5K in Q1 2026.
528 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.