SIC
KKR icon

Samalin Investment Counsel’s KKR & Co KKR Stock Holding History

Samalin Investment Counsel’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 		$402K Sell
4,380
-69
-2% -$6.69K 0.13% 198
2026
Q1 		$412K Sell
4,449
-94
-2% -$9.91K 0.15% 195
2025
Q4 		$579K Sell
4,543
-647
-12% -$80.5K 0.21% 148
2025
Q3 		$674K Sell
5,190
-120
-2% -$17K 0.23% 125
2025
Q2 		$706K Buy
5,310
+378
+8% +$44.2K 0.27% 109
2025
Q1 		$570K Buy
4,932
+904
+22% +$124K 0.23% 132
2024
Q4 		$596K Sell
4,028
-303
-7% -$44.5K 0.26% 112
2024
Q3 		$565K Sell
4,331
-562
-11% -$66.5K 0.25% 127
2024
Q2 		$515K Sell
4,893
-443
-8% -$45.1K 0.24% 133
2024
Q1 		$537K Sell
5,336
-445
-8% -$40.9K 0.26% 126
2023
Q4 		$479K Sell
5,781
-90
-2% -$6.09K 0.24% 136
2023
Q3 		$362K Sell
5,871
-286
-5% -$17.4K 0.21% 147
2023
Q2 		$345K Buy
6,157
+15
+0.2% +$786 0.19% 151
2023
Q1 		$323K Buy
6,142
+15
+0.2% +$805 0.19% 152
2022
Q4 		$284K Buy
6,127
+15
+0.2% +$731 0.18% 164
2022
Q3 		$263K Buy
6,112
+15
+0.2% +$758 0.19% 150
2022
Q2 		$282K Buy
6,097
+271
+5% +$14.2K 0.2% 153
2022
Q1 		$341K Sell
5,826
-744
-11% -$46.8K 0.21% 150
2021
Q4 		$489K Sell
6,570
-189
-3% -$13.9K 0.29% 96
2021
Q3 		$411K Buy
6,759
+13
+0.2% +$816 0.27% 120
2021
Q2 		$400K Sell
6,746
-833
-11% -$46.2K 0.26% 129
2021
Q1 		$370K Sell
7,579
-575
-7% -$25.7K 0.25% 130
2020
Q4 		$330K Buy
8,154
+24
+0.3% +$907 0.25% 144
2020
Q3 		$279K Sell
8,130
-247
-3% -$8.64K 0.25% 137
2020
Q2 		$258K Buy
+8,377
New +$225K 0.27% 124
2020
Q1 		– Sell
-8,815
Closed -$257K – 354
2019
Q4 		$257K Buy
+8,815
New +$251K 0.22% 126

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Samalin Investment Counsel's KKR Position: Q2 2026 in Review

Samalin Investment Counsel reduced its KKR & Co (KKR) stake by 1.6% in Q2 2026, selling an estimated $6.69K and leaving 4,380 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #198.

Samalin Investment Counsel first reported a position in KKR in Q4 2019 and has held it in 26 quarters since. The position peaked at $706K in Q2 2025. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Samalin Investment Counsel held 4,380 shares of KKR & Co worth $402K as of Q2 2026.
  • Samalin Investment Counsel sold 69 KKR & Co shares in Q2 2026, an estimated $6.69K.
  • KKR & Co made up 0.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #198 holding.
  • Samalin Investment Counsel first reported a position in KKR & Co in Q4 2019 and has held it in 26 quarters since.
  • Samalin Investment Counsel's KKR & Co position peaked at $706K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.