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 Q2	$1.35M	Hold	14,723	–	–	0.13%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sierra Capital's KKR Position: Q2 2026 in Review

Sierra Capital held its KKR & Co (KKR) position steady in Q2 2026 at 14,723 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #108.

Sierra Capital first reported a position in KKR in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.64M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sierra Capital held 14,723 shares of KKR & Co worth $1.35M as of Q2 2026.
Sierra Capital left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.13% of Sierra Capital's portfolio in Q2 2026, its #108 holding.
Sierra Capital first reported a position in KKR & Co in Q1 2021 and has held it in 22 quarters since.
Sierra Capital's KKR & Co position peaked at $5.64M in Q3 2024.
1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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