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

Shelton 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 		$337K Buy
+3,675
New +$356K 0.01% 500
2026
Q1 		– Sell
-3,668
Closed -$468K – 763
2025
Q4 		$468K Hold
3,668
– – 0.01% 360
2025
Q3 		$477K Sell
3,668
-67
-2% -$9.51K 0.01% 361
2025
Q2 		$497K Sell
3,735
-75
-2% -$8.78K 0.01% 339
2025
Q1 		$440K Hold
3,810
– – 0.01% 354
2024
Q4 		$564K Sell
3,810
-133
-3% -$19.5K 0.01% 322
2024
Q3 		$515K Hold
3,943
– – 0.01% 340
2024
Q2 		$415K Buy
+3,943
New +$401K 0.01% 378

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

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

Shelton Capital Management opened a new position in KKR & Co (KKR) in Q2 2026: 3,675 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in KKR as recently as Q4 2025.

Shelton Capital Management first reported a position in KKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Shelton Capital Management held 3,675 shares of KKR & Co worth $337K as of Q2 2026.
  • KKR & Co was a new Shelton Capital Management position in Q2 2026.
  • KKR & Co made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #500 holding.
  • Shelton Capital Management first reported a position in KKR & Co in Q2 2024 and has held it in 8 quarters since.
  • Shelton Capital Management's KKR & Co position peaked at $564K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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