Sivia Capital Partners’s KKR & Co KKR Stock Holding History

Sivia Capital Partners’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	$2.58M	Buy	28,126 +14,593	+108%	+$1.42M	0.31%	53
2026 Q1	$1.25M	Buy	13,533 +11,540	+579%	+$1.22M	0.24%	109
2025 Q4	$254K	Sell	1,993 -50	-2%	-$6.22K	0.05%	460
2025 Q3	$265K	Sell	2,043 -7	-0.3%	-$994	0.07%	362
2025 Q2	$273K	Buy	2,050 +237	+13%	+$27.7K	0.09%	313
2025 Q1	$210K	Buy	1,813 +136	+8%	+$18.7K	0.1%	250
2024 Q4	$248K	Sell	1,677 -17	-1%	-$2.49K	0.12%	143
2024 Q3	$221K	Buy	+1,694	New	+$200K	0.13%	170
2024 Q2	–	Sell	-3,090	Closed	-$311K	–	205
2024 Q1	$311K	Sell	3,090 -105	-3%	-$9.66K	0.21%	105
2023 Q4	$265K	Buy	+3,195	New	+$216K	0.2%	112

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

Sivia Capital Partners's KKR Position: Q2 2026 in Review

Sivia Capital Partners increased its KKR & Co (KKR) stake by 108% in Q2 2026, buying an estimated $1.42M and bringing the position to 28,126 shares worth $2.58M. The position accounts for 0.31% of the portfolio, ranked #53.

Sivia Capital Partners first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sivia Capital Partners held 28,126 shares of KKR & Co worth $2.58M as of Q2 2026.
Sivia Capital Partners bought 14,593 KKR & Co shares in Q2 2026, an estimated $1.42M.
KKR & Co made up 0.31% of Sivia Capital Partners's portfolio in Q2 2026, its #53 holding.
Sivia Capital Partners first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.