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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
Q3 		$281K Sell
3,081
-66
-2% -$6.74K 0.04% 140
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

FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Spinnaker Investment Group's KKR Position: Q3 2026 in Review

Spinnaker Investment Group reduced its KKR & Co (KKR) stake by 2.1% in Q3 2026, selling an estimated $6.74K and leaving 3,081 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #140.

Spinnaker Investment Group first reported a position in KKR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2025. 88 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Spinnaker Investment Group held 3,081 shares of KKR & Co worth $281K as of Q3 2026.
  • Spinnaker Investment Group sold 66 KKR & Co shares in Q3 2026, an estimated $6.74K.
  • KKR & Co made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #140 holding.
  • Spinnaker Investment Group first reported a position in KKR & Co in Q3 2025 and has held it in 5 quarters since.
  • Spinnaker Investment Group's KKR & Co position peaked at $1.25M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.