Smith Shellnut Wilson’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
Q3 | $410K | Buy |
4,490
+12
| +0.3% | +$1.22K | 0.16% | 97 |
|
|
2026
Q2 | $411K | Hold |
4,478
| – | – | 0.15% | 96 |
|
|
2026
Q1 | $414K | Hold |
4,478
| – | – | 0.18% | 89 |
|
|
2025
Q4 | $571K | Sell |
4,478
-3,886
| -46% | -$483K | 0.22% | 72 |
|
|
2025
Q3 | $1.09M | Sell |
8,364
-179
| -2% | -$25.4K | 0.42% | 48 |
|
|
2025
Q2 | $1.14M | Hold |
8,543
| – | – | 0.49% | 44 |
|
|
2025
Q1 | $988K | Sell |
8,543
-35
| -0.4% | -$4.82K | 0.45% | 47 |
|
|
2024
Q4 | $1.27M | Buy |
8,578
+70
| +0.8% | +$10.3K | 0.56% | 37 |
|
|
2024
Q3 | $1.11M | Hold |
8,508
| – | – | 0.5% | 43 |
|
|
2024
Q2 | $895K | Hold |
8,508
| – | – | 0.43% | 44 |
|
|
2024
Q1 | $856K | Hold |
8,508
| – | – | 0.45% | 42 |
|
|
2023
Q4 | $705K | Hold |
8,508
| – | – | 0.4% | 46 |
|
|
2023
Q3 | $524K | Hold |
8,508
| – | – | 0.32% | 55 |
|
|
2023
Q2 | $476K | Hold |
8,508
| – | – | 0.27% | 66 |
|
|
2023
Q1 | $447K | Hold |
8,508
| – | – | 0.27% | 65 |
|
|
2022
Q4 | $395K | Hold |
8,508
| – | – | 0.24% | 71 |
|
|
2022
Q3 | $366K | Sell |
8,508
-820
| -9% | -$41.4K | 0.24% | 67 |
|
|
2022
Q2 | $432K | Hold |
9,328
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $545K | Hold |
9,328
| – | – | 0.29% | 62 |
|
|
2021
Q4 | $695K | Hold |
9,328
| – | – | 0.34% | 54 |
|
|
2021
Q3 | $568K | Hold |
9,328
| – | – | 0.33% | 54 |
|
|
2021
Q2 | $553K | Hold |
9,328
| – | – | 0.32% | 61 |
|
|
2021
Q1 | $456K | Hold |
9,328
| – | – | 0.28% | 66 |
|
|
2020
Q4 | $378K | Hold |
9,328
| – | – | 0.23% | 80 |
|
|
2020
Q3 | $320K | Hold |
9,328
| – | – | 0.12% | 90 |
|
|
2020
Q2 | $288K | Hold |
9,328
| – | – | 0.21% | 84 |
|
|
2020
Q1 | $219K | Hold |
9,328
| – | – | 0.18% | 93 |
|
|
2019
Q4 | $272K | Hold |
9,328
| – | – | 0.18% | 108 |
|
|
2019
Q3 | $250K | Hold |
9,328
| – | – | 0.19% | 107 |
|
|
2019
Q2 | $236K | Hold |
9,328
| – | – | 0.18% | 110 |
|
|
2019
Q1 | $219K | Buy |
+9,328
| New | +$212K | 0.17% | 119 |
|
|
2018
Q4 | – | Sell |
-9,846
| Closed | -$269K | – | 117 |
|
|
2018
Q3 | $269K | Buy |
+9,846
| New | +$263K | 0.24% | 91 |
|
|
2018
Q1 | $216K | Sell |
10,654
-2,059
| -16% | -$45.8K | 0.19% | 117 |
|
|
2017
Q4 | $268K | Buy |
12,713
+14
| +0.1% | +$281 | 0.23% | 99 |
|
|
2017
Q3 | $258K | Sell |
12,699
-259
| -2% | -$4.91K | 0.23% | 101 |
|
|
2017
Q2 | $160K | Sell |
12,958
-46
| -0.4% | -$842 | 0.17% | 126 |
|
|
2017
Q1 | $237K | Buy |
13,004
+13
| +0.1% | +$231 | 0.22% | 113 |
|
|
2016
Q4 | $200K | Buy |
+12,991
| New | +$196K | 0.19% | 123 |
|
Other funds holding KKR
Smith Shellnut Wilson's KKR Position: Q3 2026 in Review
Smith Shellnut Wilson increased its KKR & Co (KKR) stake by 0.27% in Q3 2026, buying an estimated $1.22K and bringing the position to 4,490 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #97.
Smith Shellnut Wilson first reported a position in KKR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.27M in Q4 2024. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.
- Smith Shellnut Wilson held 4,490 shares of KKR & Co worth $410K as of Q3 2026.
- Smith Shellnut Wilson bought 12 KKR & Co shares in Q3 2026, an estimated $1.22K.
- KKR & Co made up 0.16% of Smith Shellnut Wilson's portfolio in Q3 2026, its #97 holding.
- Smith Shellnut Wilson first reported a position in KKR & Co in Q4 2016 and has held it in 38 quarters since.
- Smith Shellnut Wilson's KKR & Co position peaked at $1.27M in Q4 2024.
- 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.
Based on Smith Shellnut Wilson's 13F filing for Q3 2026, filed 21 Oct 2026.