Spirit of America Management Corp’s KKR & Co KKR Stock Holding History

Spirit of America Management Corp’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	$197K	Sell	2,150 -2,200	-51%	-$213K	0.04%	221
2026 Q1	$402K	Hold	4,350	–	–	0.08%	196
2025 Q4	$555K	Hold	4,350	–	–	0.12%	166
2025 Q3	$565K	Buy	4,350 +200	+5%	+$28.4K	0.11%	174
2025 Q2	$552K	Buy	4,150 +1,600	+63%	+$187K	0.12%	171
2025 Q1	$295K	Buy	2,550 +1,650	+183%	+$227K	0.06%	222
2024 Q4	$133K	Buy	+900	New	+$132K	0.03%	268

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Spirit of America Management Corp's KKR Position: Q2 2026 in Review

Spirit of America Management Corp reduced its KKR & Co (KKR) stake by 51% in Q2 2026, selling an estimated $213K and leaving 2,150 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #221.

Spirit of America Management Corp first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q3 2025. 829 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Spirit of America Management Corp held 2,150 shares of KKR & Co worth $197K as of Q2 2026.
Spirit of America Management Corp sold 2,200 KKR & Co shares in Q2 2026, an estimated $213K.
KKR & Co made up 0.04% of Spirit of America Management Corp's portfolio in Q2 2026, its #221 holding.
Spirit of America Management Corp first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
Spirit of America Management Corp's KKR & Co position peaked at $565K in Q3 2025.
829 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.