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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Samjo Management's KKR Position: Q1 2026 in Review

Samjo Management reduced its KKR & Co (KKR) stake by 0.08% in Q1 2026, selling an estimated $3.16K and leaving 38,245 shares worth $3.54M. The position accounts for 1.53% of the portfolio, ranked #19.

Samjo Management first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Samjo Management held 38,245 shares of KKR & Co worth $3.54M as of Q1 2026.
Samjo Management sold 30 KKR & Co shares in Q1 2026, an estimated $3.16K.
KKR & Co made up 1.53% of Samjo Management's portfolio in Q1 2026, its #19 holding.
Samjo Management first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
Samjo Management's KKR & Co position peaked at $6.57M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Samjo Management's 13F filing for Q1 2026, filed 15 May 2026.