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Salomon & Ludwin’s KKR & Co KKR Stock Holding History

Salomon & Ludwin’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 		$35.3K Buy
381
+12
+3% +$1.16K ﹤0.01% 738
2026
Q1 		$33.7K Sell
369
-89
-19% -$9.38K ﹤0.01% 708
2025
Q4 		$61.6K Buy
458
+177
+63% +$22K 0.01% 351
2025
Q3 		$35.9K Buy
+281
New +$39.9K ﹤0.01% 490

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

Salomon & Ludwin's KKR Position: Q2 2026 in Review

Salomon & Ludwin increased its KKR & Co (KKR) stake by 3.3% in Q2 2026, buying an estimated $1.16K and bringing the position to 381 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Salomon & Ludwin first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.6K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Salomon & Ludwin held 381 shares of KKR & Co worth $35.3K as of Q2 2026.
  • Salomon & Ludwin bought 12 KKR & Co shares in Q2 2026, an estimated $1.16K.
  • KKR & Co made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #738 holding.
  • Salomon & Ludwin first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's KKR & Co position peaked at $61.6K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.