SFP
KKR icon

Shepherd Financial Partners’s KKR & Co KKR Stock Holding History

Shepherd Financial Partners’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
-2,229
Closed -$284K – 247
2025
Q4 		$284K Hold
2,229
– – 0.03% 206
2025
Q3 		$290K Hold
2,229
– – 0.03% 206
2025
Q2 		$297K Hold
2,229
– – 0.03% 202
2025
Q1 		$258K Buy
2,229
+9
+0.4% +$1.24K 0.03% 206
2024
Q4 		$328K Hold
2,220
– – 0.04% 171
2024
Q3 		$290K Buy
+2,220
New +$263K 0.03% 183

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shepherd Financial Partners's KKR Position: Q1 2026 in Review

Shepherd Financial Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,229 shares — an estimated $284K sold.

Shepherd Financial Partners first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $328K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Shepherd Financial Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,229 KKR & Co shares in Q1 2026, an estimated $284K.
  • Shepherd Financial Partners first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Shepherd Financial Partners's KKR & Co position peaked at $328K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.