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Scopia Capital Management’s KKR & Co KKR Stock Holding History

Scopia Capital 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 		$5.93M Sell
64,585
-25,611
-28% -$2.48M 5.31% 11
2026
Q1 		$8.34M Sell
90,196
-186,624
-67% -$19.7M 5.72% 7
2025
Q4 		$35.3M Buy
276,820
+42,481
+18% +$5.28M 7.29% 2
2025
Q3 		$30.5M Buy
+234,339
New +$33.3M 3.83% 11

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

Scopia Capital Management's KKR Position: Q2 2026 in Review

Scopia Capital Management reduced its KKR & Co (KKR) stake by 28% in Q2 2026, selling an estimated $2.48M and leaving 64,585 shares worth $5.93M. The position accounts for 5.31% of the portfolio, ranked #11.

Scopia Capital Management first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.3M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Scopia Capital Management held 64,585 shares of KKR & Co worth $5.93M as of Q2 2026.
  • Scopia Capital Management sold 25,611 KKR & Co shares in Q2 2026, an estimated $2.48M.
  • KKR & Co made up 5.31% of Scopia Capital Management's portfolio in Q2 2026, its #11 holding.
  • Scopia Capital Management first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Scopia Capital Management's KKR & Co position peaked at $35.3M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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