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Spinnaker Investment Group’s KKR & Co KKR Stock Holding History

Spinnaker Investment Group’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 		$289K Sell
3,147
-122
-4% -$11.8K 0.05% 135
2026
Q1 		$302K Sell
3,269
-39
-1% -$4.11K 0.06% 107
2025
Q4 		$422K Sell
3,308
-6,306
-66% -$784K 0.08% 102
2025
Q3 		$1.25M Buy
+9,614
New +$1.36M 0.23% 34

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

Spinnaker Investment Group's KKR Position: Q2 2026 in Review

Spinnaker Investment Group reduced its KKR & Co (KKR) stake by 3.7% in Q2 2026, selling an estimated $11.8K and leaving 3,147 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #135.

Spinnaker Investment Group first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Spinnaker Investment Group held 3,147 shares of KKR & Co worth $289K as of Q2 2026.
  • Spinnaker Investment Group sold 122 KKR & Co shares in Q2 2026, an estimated $11.8K.
  • KKR & Co made up 0.05% of Spinnaker Investment Group's portfolio in Q2 2026, its #135 holding.
  • Spinnaker Investment Group first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Spinnaker Investment Group's KKR & Co position peaked at $1.25M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.