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Samjo Management’s KKR & Co KKR Stock Holding History

Samjo 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 		$3.18M Sell
34,610
-3,635
-10% -$353K 1.08% 24
2026
Q1 		$3.54M Sell
38,245
-30
-0.1% -$3.16K 1.53% 19
2025
Q4 		$4.88M Sell
38,275
-1,720
-4% -$214K 1.89% 18
2025
Q3 		$5.2M Sell
39,995
-1,050
-3% -$149K 1.99% 16
2025
Q2 		$5.46M Hold
41,045
– – 2.3% 14
2025
Q1 		$4.75M Sell
41,045
-3,400
-8% -$468K 2.01% 17
2024
Q4 		$6.57M Sell
44,445
-890
-2% -$131K 2.48% 11
2024
Q3 		$5.92M Sell
45,335
-390
-0.9% -$46.1K 2.04% 11
2024
Q2 		$4.81M Sell
45,725
-650
-1% -$66.2K 1.79% 12
2024
Q1 		$4.66M Sell
46,375
-1,700
-4% -$156K 1.64% 12
2023
Q4 		$3.98M Buy
+48,075
New +$3.26M 1.41% 12

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

Samjo Management's KKR Position: Q2 2026 in Review

Samjo Management reduced its KKR & Co (KKR) stake by 9.5% in Q2 2026, selling an estimated $353K and leaving 34,610 shares worth $3.18M. The position accounts for 1.08% of the portfolio, ranked #24.

Samjo Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.57M in Q4 2024. 1,280 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Samjo Management held 34,610 shares of KKR & Co worth $3.18M as of Q2 2026.
  • Samjo Management sold 3,635 KKR & Co shares in Q2 2026, an estimated $353K.
  • KKR & Co made up 1.08% of Samjo Management's portfolio in Q2 2026, its #24 holding.
  • Samjo Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Samjo Management's KKR & Co position peaked at $6.57M in Q4 2024.
  • 1,280 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Samjo Management's 13F filing for Q2 2026, filed 14 Aug 2026.