SJS Investment Consulting’s KKR & Co KKR Stock Holding History

SJS Investment Consulting’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	$41.3K	Sell	450 -590	-57%	-$57.2K	﹤0.01%	538
2026 Q1	$96.2K	Buy	1,040 +514	+98%	+$54.2K	0.01%	220
2025 Q4	$67.1K	Buy	526 +14	+3%	+$1.74K	0.01%	267
2025 Q3	$66.5K	Hold	512	–	–	0.01%	226
2025 Q2	$68.1K	Sell	512 -8	-2%	-$936	0.01%	158
2025 Q1	$60.1K	Hold	520	–	–	0.01%	176
2024 Q4	$76.9K	Hold	520	–	–	0.01%	157
2024 Q3	$67.9K	Hold	520	–	–	0.01%	168
2024 Q2	$54.7K	Hold	520	–	–	0.01%	173
2024 Q1	$52.3K	Buy	520 +1	+0.2%	+$92	0.01%	179
2023 Q4	$43K	Sell	519 -3	-0.6%	-$203	0.01%	180
2023 Q3	$32.2K	Buy	522 +4	+0.8%	+$243	0.01%	195
2023 Q2	$29K	Sell	518 -4	-0.8%	-$210	0.01%	192
2023 Q1	$27.4K	Sell	522 -197	-27%	-$10.6K	0.01%	197
2022 Q4	$33.4K	Buy	719 +216	+43%	+$10.5K	0.01%	181
2022 Q3	$22K	Buy	+503	New	+$25.4K	0.01%	227
2022 Q1	$29K	Hold	500	–	–	0.01%	246
2021 Q4	$37K	Buy	+500	New	+$36.9K	0.01%	198

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

SJS Investment Consulting's KKR Position: Q2 2026 in Review

SJS Investment Consulting reduced its KKR & Co (KKR) stake by 57% in Q2 2026, selling an estimated $57.2K and leaving 450 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

SJS Investment Consulting first reported a position in KKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $96.2K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

SJS Investment Consulting held 450 shares of KKR & Co worth $41.3K as of Q2 2026.
SJS Investment Consulting sold 590 KKR & Co shares in Q2 2026, an estimated $57.2K.
KKR & Co made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #538 holding.
SJS Investment Consulting first reported a position in KKR & Co in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's KKR & Co position peaked at $96.2K in Q1 2026.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.