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Savant Capital’s KKR & Co KKR Stock Holding History

Savant Capital’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 		$336K Sell
3,624
-143
-4% -$13.9K ﹤0.01% 1436
2026
Q1 		$348K Buy
3,767
+1,233
+49% +$130K ﹤0.01% 1094
2025
Q4 		$323K Buy
2,534
+276
+12% +$34.3K ﹤0.01% 1020
2025
Q3 		$293K Buy
2,258
+400
+22% +$56.8K ﹤0.01% 1044
2025
Q2 		$247K Buy
1,858
+41
+2% +$4.8K ﹤0.01% 1046
2025
Q1 		$210K Sell
1,817
-184
-9% -$25.3K ﹤0.01% 987
2024
Q4 		$296K Buy
2,001
+431
+27% +$63.2K ﹤0.01% 1123
2024
Q3 		$205K Buy
+1,570
New +$186K ﹤0.01% 1269

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

Savant Capital's KKR Position: Q2 2026 in Review

Savant Capital reduced its KKR & Co (KKR) stake by 3.8% in Q2 2026, selling an estimated $13.9K and leaving 3,624 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Savant Capital first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $348K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Savant Capital held 3,624 shares of KKR & Co worth $336K as of Q2 2026.
  • Savant Capital sold 143 KKR & Co shares in Q2 2026, an estimated $13.9K.
  • KKR & Co made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1436 holding.
  • Savant Capital first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
  • Savant Capital's KKR & Co position peaked at $348K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.