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Sittner & Nelson’s KKR & Co KKR Stock Holding History

Sittner & Nelson’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 		$2.94K Buy
32
+5
+19% +$485 ﹤0.01% 517
2026
Q1 		$2.5K Hold
27
– – ﹤0.01% 503
2025
Q4 		$2.79K Hold
27
– – ﹤0.01% 466
2025
Q3 		$3.51K Sell
27
-30
-53% -$4.26K ﹤0.01% 420
2025
Q2 		$7.59K Hold
57
– – ﹤0.01% 396
2025
Q1 		$6.59K Buy
57
+30
+111% +$4.13K ﹤0.01% 393
2024
Q4 		$3.99K Buy
+27
New +$3.96K ﹤0.01% 392

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

Sittner & Nelson's KKR Position: Q2 2026 in Review

Sittner & Nelson increased its KKR & Co (KKR) stake by 19% in Q2 2026, buying an estimated $485 and bringing the position to 32 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Sittner & Nelson first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.59K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sittner & Nelson held 32 shares of KKR & Co worth $2.94K as of Q2 2026.
  • Sittner & Nelson bought 5 KKR & Co shares in Q2 2026, an estimated $485.
  • KKR & Co made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #517 holding.
  • Sittner & Nelson first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Sittner & Nelson's KKR & Co position peaked at $7.59K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.