Select Equity Group’s KKR & Co KKR Stock Holding History

Select Equity Group’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	$2.46M	Buy	+26,588	New	+$2.8M	0.01%	160
2025 Q3	–	Sell	-346,427	Closed	-$46.1M	–	171
2025 Q2	$46.1M	Buy	+346,427	New	+$40.6M	0.19%	75
2024 Q2	–	Sell	-215,782	Closed	-$21.7M	–	168
2024 Q1	$21.7M	Buy	+215,782	New	+$19.8M	0.08%	98
2016 Q1	–	Sell	-386,481	Closed	-$5.26M	–	101
2015 Q4	$6.03M	Sell	386,481 -1,461,291	-79%	-$25M	0.06%	99
2015 Q3	$31M	Sell	1,847,772 -1,594,147	-46%	-$33.9M	0.3%	68
2015 Q2	$78.6M	Hold	3,441,919	–	–	0.72%	46
2015 Q1	$78.5M	Sell	3,441,919 -42,550	-1%	-$1M	0.71%	46
2014 Q4	$80.9M	Buy	3,484,469 +1,012,932	+41%	+$22.2M	0.76%	40
2014 Q3	$55.1M	Sell	2,471,537 -23,477	-0.9%	-$551K	0.57%	50
2014 Q2	$60.7M	Sell	2,495,014 -2,268,584	-48%	-$52.8M	0.62%	48
2014 Q1	$109M	Buy	4,763,598 +2,505,420	+111%	+$60.7M	1.19%	29
2013 Q4	$55M	Buy	2,258,178 +128,128	+6%	+$2.95M	0.57%	47
2013 Q3	$43.8M	Buy	2,130,050 +491,893	+30%	+$9.86M	0.59%	49
2013 Q2	$32.2M	Buy	+1,638,157	New	+$32.5M	0.45%	48

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

Select Equity Group's KKR Position: Q1 2026 in Review

Select Equity Group opened a new position in KKR & Co (KKR) in Q1 2026: 26,588 shares worth $2.46M. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Select Equity Group previously reported a position in KKR as recently as Q2 2025.

Select Equity Group first reported a position in KKR in Q2 2013 and has held it in 14 quarters since. The position peaked at $109M in Q1 2014. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Select Equity Group held 26,588 shares of KKR & Co worth $2.46M as of Q1 2026.
KKR & Co was a new Select Equity Group position in Q1 2026.
KKR & Co made up 0.01% of Select Equity Group's portfolio in Q1 2026, its #160 holding.
Select Equity Group first reported a position in KKR & Co in Q2 2013 and has held it in 14 quarters since.
Select Equity Group's KKR & Co position peaked at $109M in Q1 2014.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.