Sierra Capital’s KKR & Co KKR Stock Holding History

Sierra Capital’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	$1.36M	Sell	14,723 -2,500	-15%	-$264K	0.15%	107
2025 Q4	$2.2M	Sell	17,223 -1,700	-9%	-$211K	0.23%	82
2025 Q3	$2.46M	Sell	18,923 -3,567	-16%	-$506K	0.27%	82
2025 Q2	$2.99M	Hold	22,490	–	–	0.35%	71
2025 Q1	$2.6M	Sell	22,490 -2,009	-8%	-$276K	0.31%	72
2024 Q4	$3.62M	Sell	24,499 -18,659	-43%	-$2.74M	0.43%	63
2024 Q3	$5.64M	Buy	43,158 +21,138	+96%	+$2.5M	0.67%	43
2024 Q2	$2.32M	Hold	22,020	–	–	0.31%	75
2024 Q1	$2.21M	Sell	22,020 -33,828	-61%	-$3.11M	0.29%	77
2023 Q4	$4.63M	Hold	55,848	–	–	0.68%	44
2023 Q3	$3.44M	Hold	55,848	–	–	0.55%	54
2023 Q2	$3.13M	Hold	55,848	–	–	0.5%	54
2023 Q1	$2.93M	Buy	55,848 +60	+0.1%	+$3.22K	0.48%	53
2022 Q4	$2.59M	Buy	55,788 +68	+0.1%	+$3.31K	0.44%	52
2022 Q3	$2.4M	Buy	55,720 +67	+0.1%	+$3.39K	0.45%	54
2022 Q2	$2.58M	Hold	55,653	–	–	0.47%	53
2022 Q1	$3.25M	Hold	55,653	–	–	0.51%	50
2021 Q4	$4.15M	Hold	55,653	–	–	0.62%	44
2021 Q3	$3.39M	Hold	55,653	–	–	0.57%	48
2021 Q2	$3.3M	Buy	55,653 +88	+0.2%	+$4.88K	0.61%	45
2021 Q1	$2.71M	Buy	+55,565	New	+$2.49M	0.51%	51

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

Sierra Capital's KKR Position: Q1 2026 in Review

Sierra Capital reduced its KKR & Co (KKR) stake by 15% in Q1 2026, selling an estimated $264K and leaving 14,723 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #107.

Sierra Capital first reported a position in KKR in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.64M in Q3 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Sierra Capital held 14,723 shares of KKR & Co worth $1.36M as of Q1 2026.
Sierra Capital sold 2,500 KKR & Co shares in Q1 2026, an estimated $264K.
KKR & Co made up 0.15% of Sierra Capital's portfolio in Q1 2026, its #107 holding.
Sierra Capital first reported a position in KKR & Co in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's KKR & Co position peaked at $5.64M in Q3 2024.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.