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Sone Capital Management’s KKR & Co KKR Stock Holding History

Sone Capital 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
Q2 		– Sell
-133,044
Closed -$12.3M – 118
2026
Q1 		$12.3M Buy
133,044
+44,269
+50% +$4.67M 1.03% 36
2025
Q4 		$11.3M Sell
88,775
-32,653
-27% -$4.06M 0.92% 45
2025
Q3 		$15.8M Buy
121,428
+104,063
+599% +$14.8M 1.32% 31
2025
Q2 		$2.31M Sell
17,365
-97,553
-85% -$11.4M 0.21% 92
2025
Q1 		$13.3M Buy
+114,918
New +$15.8M 1.37% 28

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

Sone Capital Management's KKR Position: Q2 2026 in Review

Sone Capital Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 133,044 shares — an estimated $12.3M sold.

Sone Capital Management first reported a position in KKR in Q1 2025 and held it in 5 quarters. The position peaked at $15.8M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sone Capital Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Sone Capital Management sold 133,044 KKR & Co shares in Q2 2026, an estimated $12.3M.
  • Sone Capital Management first reported a position in KKR & Co in Q1 2025 and held it in 5 quarters.
  • Sone Capital Management's KKR & Co position peaked at $15.8M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.