Sompo Asset Management’s KKR & Co KKR Stock Holding History

Sompo Asset Management’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 Q3	$548K	Sell	6,001 -619	-9%	-$63.2K	0.09%	124
2026 Q2	$608K	Sell	6,620 -1,010	-13%	-$97.9K	0.1%	113
2026 Q1	$706K	Buy	7,630 +120	+2%	+$12.6K	0.13%	103
2025 Q4	$957K	Sell	7,510 -170	-2%	-$21.1K	0.16%	86
2025 Q3	$998K	Buy	7,680 +430	+6%	+$61K	0.17%	83
2025 Q2	$964K	Sell	7,250 -270	-4%	-$31.6K	0.17%	88
2025 Q1	$869K	Buy	7,520 +630	+9%	+$86.7K	0.16%	93
2024 Q4	$1.02M	Buy	+6,890	New	+$1.01M	0.17%	80

Other funds holding KKR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sompo Asset Management's KKR Position: Q3 2026 in Review

Sompo Asset Management reduced its KKR & Co (KKR) stake by 9.4% in Q3 2026, selling an estimated $63.2K and leaving 6,001 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #124.

Sompo Asset Management first reported a position in KKR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2024. 846 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Sompo Asset Management held 6,001 shares of KKR & Co worth $548K as of Q3 2026.
Sompo Asset Management sold 619 KKR & Co shares in Q3 2026, an estimated $63.2K.
KKR & Co made up 0.09% of Sompo Asset Management's portfolio in Q3 2026, its #124 holding.
Sompo Asset Management first reported a position in KKR & Co in Q4 2024 and has held it in 8 quarters since.
Sompo Asset Management's KKR & Co position peaked at $1.02M in Q4 2024.
846 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Sompo Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.