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
2020 Q3	–	Sell	-1,603,500	Closed	-$49.5M	–	157
2020 Q2	$49.5M	Sell	1,603,500 -1,319,800	-45%	-$35.5M	0.28%	67
2020 Q1	$68.6M	Buy	+2,923,300	New	+$83.9M	0.47%	52
2019 Q3	–	Sell	-1,450,000	Closed	-$36.6M	–	108
2019 Q2	$36.6M	Sell	1,450,000 -170,000	-10%	-$4.07M	0.25%	64
2019 Q1	$38.1M	Hold	1,620,000	–	–	0.26%	63
2018 Q4	$31.8M	Sell	1,620,000 -666,200	-29%	-$15.2M	0.24%	63
2018 Q3	$62.3M	Sell	2,286,200 -211,300	-8%	-$5.64M	0.46%	51
2018 Q2	$62.1M	Buy	+2,497,500	New	+$55.5M	0.5%	44
2017 Q2	–	Sell	-1,160,100	Closed	-$21.1M	–	106
2017 Q1	$21.1M	Sell	1,160,100 -2,799,900	-71%	-$49.7M	0.16%	81
2016 Q4	$60.9M	Buy	+3,960,000	New	+$59.7M	0.5%	57
2016 Q2	–	Sell	-5,600,000	Closed	-$82.3M	–	96
2016 Q1	$82.3M	Buy	+5,600,000	New	+$76.2M	0.69%	45
2014 Q1	–	Sell	-3,550,600	Closed	-$86.4M	–	113
2013 Q4	$86.4M	Buy	3,550,600 +1,164,500	+49%	+$26.8M	0.9%	35
2013 Q3	$49.1M	Hold	2,386,100	–	–	0.66%	47
2013 Q2	$46.9M	Buy	+2,386,100	New	+$47.4M	0.66%	44

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.