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Sanibel Captiva Trust Company’s KKR & Co KKR Stock Holding History

Sanibel Captiva Trust Company’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 		$1.9M Sell
20,730
-7,323
-26% -$710K 0.05% 202
2026
Q1 		$2.59M Buy
28,053
+2,766
+11% +$292K 0.07% 172
2025
Q4 		$3.22M Buy
25,287
+4,556
+22% +$567K 0.09% 153
2025
Q3 		$2.69M Buy
20,731
+2,877
+16% +$408K 0.08% 160
2025
Q2 		$2.38M Buy
17,854
+7,381
+70% +$864K 0.07% 160
2025
Q1 		$1.21M Buy
+10,473
New +$1.44M 0.04% 210

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

Sanibel Captiva Trust Company's KKR Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $710K and leaving 20,730 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #202.

Sanibel Captiva Trust Company first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sanibel Captiva Trust Company held 20,730 shares of KKR & Co worth $1.9M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 7,323 KKR & Co shares in Q2 2026, an estimated $710K.
  • KKR & Co made up 0.05% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #202 holding.
  • Sanibel Captiva Trust Company first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Sanibel Captiva Trust Company's KKR & Co position peaked at $3.22M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.