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Sit Investment Associates’s KKR & Co KKR Stock Holding History

Sit Investment Associates’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 		$1.01M Hold
11,050
– – 0.02% 365
2026
Q1 		$1.02M Buy
+11,050
New +$1.16M 0.02% 355
2025
Q4 		– Sell
-23,100
Closed -$3M – 526
2025
Q3 		$3M Sell
23,100
-525
-2% -$74.5K 0.06% 267
2025
Q2 		$3.14M Sell
23,625
-925
-4% -$108K 0.07% 258
2025
Q1 		$2.84M Sell
24,550
-5,465
-18% -$752K 0.07% 270
2024
Q4 		$4.44M Sell
30,015
-850
-3% -$125K 0.1% 219
2024
Q3 		$4.03M Sell
30,865
-7,410
-19% -$877K 0.09% 229
2024
Q2 		$4.03M Buy
38,275
+6,625
+21% +$674K 0.09% 217
2024
Q1 		$3.18M Buy
31,650
+4,575
+17% +$421K 0.07% 252
2023
Q4 		$2.24M Buy
+27,075
New +$1.83M 0.06% 289

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

Sit Investment Associates's KKR Position: Q2 2026 in Review

Sit Investment Associates held its KKR & Co (KKR) position steady in Q2 2026 at 11,050 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #365.

Sit Investment Associates first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.44M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sit Investment Associates held 11,050 shares of KKR & Co worth $1.01M as of Q2 2026.
  • Sit Investment Associates left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.02% of Sit Investment Associates's portfolio in Q2 2026, its #365 holding.
  • Sit Investment Associates first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • Sit Investment Associates's KKR & Co position peaked at $4.44M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.