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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sone Capital Management's KKR Position: Q1 2026 in Review

Sone Capital Management increased its KKR & Co (KKR) stake by 50% in Q1 2026, buying an estimated $4.67M and bringing the position to 133,044 shares worth $12.3M. The position accounts for 1.03% of the portfolio, ranked #36.

Sone Capital Management first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.8M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Sone Capital Management held 133,044 shares of KKR & Co worth $12.3M as of Q1 2026.
  • Sone Capital Management bought 44,269 KKR & Co shares in Q1 2026, an estimated $4.67M.
  • KKR & Co made up 1.03% of Sone Capital Management's portfolio in Q1 2026, its #36 holding.
  • Sone Capital Management first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Sone Capital Management's KKR & Co position peaked at $15.8M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.