Sigma Planning Corp’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $494K | Buy |
5,343
+998
| +23% | +$105K | 0.01% | 837 |
|
|
2025
Q4 | $713K | Buy |
4,345
+275
| +7% | +$34.2K | 0.02% | 657 |
|
|
2025
Q3 | $529K | Sell |
4,070
-127
| -3% | -$18K | 0.02% | 792 |
|
|
2025
Q2 | $558K | Sell |
4,197
-243
| -5% | -$28.4K | 0.02% | 734 |
|
|
2025
Q1 | $513K | Sell |
4,440
-2,158
| -33% | -$297K | 0.02% | 732 |
|
|
2024
Q4 | $976K | Buy |
6,598
+109
| +2% | +$16K | 0.03% | 493 |
|
|
2024
Q3 | $847K | Buy |
6,489
+81
| +1% | +$9.58K | 0.03% | 556 |
|
|
2024
Q2 | $674K | Buy |
6,408
+58
| +0.9% | +$5.91K | 0.02% | 608 |
|
|
2024
Q1 | $639K | Buy |
+6,350
| New | +$584K | 0.02% | 665 |
|
|
2023
Q4 | – | Sell |
-3,572
| Closed | -$220K | – | 1035 |
|
|
2023
Q3 | $220K | Buy |
+3,572
| New | +$217K | 0.01% | 1053 |
|
|
2023
Q2 | – | Sell |
-4,292
| Closed | -$225K | – | 1296 |
|
|
2023
Q1 | $225K | Buy |
+4,292
| New | +$230K | 0.01% | 1123 |
|
|
2022
Q2 | – | Sell |
-4,131
| Closed | -$242K | – | 1374 |
|
|
2022
Q1 | $242K | Sell |
4,131
-6,009
| -59% | -$378K | 0.01% | 1162 |
|
|
2021
Q4 | $755K | Buy |
10,140
+6,261
| +161% | +$462K | 0.02% | 660 |
|
|
2021
Q3 | $236K | Sell |
3,879
-1,197
| -24% | -$75.2K | 0.01% | 1177 |
|
|
2021
Q2 | $301K | Buy |
5,076
+4
| +0.1% | +$222 | 0.01% | 1079 |
|
|
2021
Q1 | $248K | Sell |
5,072
-321
| -6% | -$14.4K | 0.01% | 1096 |
|
|
2020
Q4 | $218K | Buy |
+5,393
| New | +$204K | 0.01% | 1060 |
|
|
2020
Q1 | – | Sell |
-7,400
| Closed | -$216K | – | 1025 |
|
|
2019
Q4 | $216K | Buy |
+7,400
| New | +$211K | 0.01% | 929 |
|
|
2019
Q3 | – | Sell |
-8,501
| Closed | -$215K | – | 1034 |
|
|
2019
Q2 | $215K | Sell |
8,501
-1,970
| -19% | -$47.2K | 0.01% | 886 |
|
|
2019
Q1 | $246K | Buy |
10,471
+404
| +4% | +$9.2K | 0.01% | 761 |
|
|
2018
Q4 | $198K | Sell |
10,067
-166
| -2% | -$3.8K | 0.01% | 772 |
|
|
2018
Q3 | $279K | Buy |
+10,233
| New | +$273K | 0.02% | 727 |
|
|
2018
Q2 | – | Sell |
-20,733
| Closed | -$421K | – | 924 |
|
|
2018
Q1 | $421K | Buy |
20,733
+2,441
| +13% | +$54.2K | 0.03% | 485 |
|
|
2017
Q4 | $385K | Sell |
18,292
-1,245
| -6% | -$25K | 0.03% | 517 |
|
|
2017
Q3 | $397K | Buy |
19,537
+1,364
| +8% | +$25.9K | 0.03% | 505 |
|
|
2017
Q2 | $338K | Buy |
18,173
+1,204
| +7% | +$22K | 0.03% | 527 |
|
|
2017
Q1 | $309K | Sell |
16,969
-144
| -0.8% | -$2.56K | 0.03% | 567 |
|
|
2016
Q4 | $263K | Sell |
17,113
-213
| -1% | -$3.21K | 0.03% | 568 |
|
|
2016
Q3 | $247K | Buy |
17,326
+26
| +0.2% | +$369 | 0.03% | 576 |
|
|
2016
Q2 | $213K | Buy |
17,300
+272
| +2% | +$3.64K | 0.03% | 596 |
|
|
2016
Q1 | $250K | Buy |
17,028
+578
| +4% | +$7.87K | 0.03% | 523 |
|
|
2015
Q4 | $256K | Buy |
16,450
+321
| +2% | +$5.49K | 0.04% | 510 |
|
|
2015
Q3 | $271K | Sell |
16,129
-1,194
| -7% | -$25.4K | 0.04% | 462 |
|
|
2015
Q2 | $396K | Sell |
17,323
-1,089
| -6% | -$25K | 0.05% | 406 |
|
|
2015
Q1 | $420K | Sell |
18,412
-119
| -0.6% | -$2.81K | 0.06% | 398 |
|
|
2014
Q4 | $430K | Buy |
+18,531
| New | +$406K | 0.06% | 369 |
|
Other funds holding KKR
VCM
Sigma Planning Corp's KKR Position: Q1 2026 in Review
Sigma Planning Corp increased its KKR & Co (KKR) stake by 23% in Q1 2026, buying an estimated $105K and bringing the position to 5,343 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #837.
Sigma Planning Corp first reported a position in KKR in Q4 2014 and has held it in 36 quarters since. The position peaked at $976K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Sigma Planning Corp held 5,343 shares of KKR & Co worth $494K as of Q1 2026.
- Sigma Planning Corp bought 998 KKR & Co shares in Q1 2026, an estimated $105K.
- KKR & Co made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #837 holding.
- Sigma Planning Corp first reported a position in KKR & Co in Q4 2014 and has held it in 36 quarters since.
- Sigma Planning Corp's KKR & Co position peaked at $976K in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.