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Sentry Investment Management’s KKR & Co KKR Stock Holding History

Sentry Investment 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
Q1 		– Sell
-2,102
Closed -$268K – 264
2025
Q4 		$268K Hold
2,102
– – 0.18% 107
2025
Q3 		$262K Buy
2,102
+2
+0.1% +$284 0.17% 110
2025
Q2 		$290K Hold
2,100
– – 0.16% 139
2025
Q1 		$205K Buy
2,100
+82
+4% +$11.3K 0.14% 158
2024
Q4 		$298K Buy
+2,018
New +$296K 0.14% 148
2024
Q3 		– Sell
-2,083
Closed -$219K – 486
2024
Q2 		$219K Buy
+2,083
New +$212K 0.1% 190

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sentry Investment Management's KKR Position: Q1 2026 in Review

Sentry Investment Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,102 shares — an estimated $268K sold.

Sentry Investment Management first reported a position in KKR in Q2 2024 and held it in 6 quarters. The position peaked at $298K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Sentry Investment Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 2,102 KKR & Co shares in Q1 2026, an estimated $268K.
  • Sentry Investment Management first reported a position in KKR & Co in Q2 2024 and held it in 6 quarters.
  • Sentry Investment Management's KKR & Co position peaked at $298K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.