SG Americas Securities’s KKR & Co KKR Stock Holding History

SG Americas Securities’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	$393K	Sell	38,000 -13,300	-26%	-$1.4M	﹤0.01%	2314
2025 Q4	$98K	Buy	51,300 +35,800	+231%	+$4.45M	﹤0.01%	3246
2025 Q3	$61K	Buy	+15,500	New	+$2.2M	﹤0.01%	3169
2024 Q3	–	Sell	-134,900	Closed	-$297K	–	3515
2024 Q2	$297K	Buy	+134,900	New	+$13.7M	﹤0.01%	1962
2015 Q1	–	Sell	-87,600	Closed	-$6K	–	2824
2014 Q4	$6K	Buy	87,600 +38,300	+78%	+$839K	﹤0.01%	3109
2014 Q3	$64K	Hold	49,300	–	–	﹤0.01%	2451
2014 Q2	$52K	Hold	49,300	–	–	﹤0.01%	2400
2014 Q1	$106K	Buy	+49,300	New	+$1.19M	﹤0.01%	2193

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

SG Americas Securities's KKR Position: Q1 2026 in Review

SG Americas Securities reduced its KKR & Co (KKR) stake by 27% in Q1 2026, selling an estimated $9.07M and leaving 231,453 shares worth $21.4M. The position accounts for 0.02% of the portfolio, ranked #518.

SG Americas Securities first reported a position in KKR in Q2 2013 and has held it in 48 quarters since. The position peaked at $47.9M in Q2 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

SG Americas Securities held 231,453 shares of KKR & Co worth $21.4M as of Q1 2026.
SG Americas Securities sold 86,078 KKR & Co shares in Q1 2026, an estimated $9.07M.
KKR & Co made up 0.02% of SG Americas Securities's portfolio in Q1 2026, its #518 holding.
SG Americas Securities first reported a position in KKR & Co in Q2 2013 and has held it in 48 quarters since.
SG Americas Securities's KKR & Co position peaked at $47.9M in Q2 2021.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.