SSI Investment Management’s KKR & Co KKR Stock Holding History

SSI Investment 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	$227K	Hold	2,474	–	–	0.01%	241
2026 Q1	$229K	Hold	2,474	–	–	0.02%	229
2025 Q4	$315K	Hold	2,474	–	–	0.02%	221
2025 Q3	$321K	Hold	2,474	–	–	0.02%	219
2025 Q2	$329K	Sell	2,474 -1,221	-33%	-$143K	0.02%	218
2025 Q1	$427K	Sell	3,695 -3	-0.1%	-$413	0.03%	208
2024 Q4	$547K	Sell	3,698 -5	-0.1%	-$734	0.04%	201
2024 Q3	$484K	Sell	3,703 -3	-0.1%	-$355	0.04%	209
2024 Q2	$390K	Sell	3,706 -5	-0.1%	-$509	0.03%	209
2024 Q1	$373K	Sell	3,711 -41	-1%	-$3.77K	0.03%	215
2023 Q4	$311K	Sell	3,752 -14	-0.4%	-$948	0.02%	231
2023 Q3	$232K	Sell	3,766 -45	-1%	-$2.73K	0.02%	227
2023 Q2	$213K	Sell	3,811 -811	-18%	-$42.5K	0.02%	242
2023 Q1	$243K	Sell	4,622 -1,290	-22%	-$69.2K	0.02%	243
2022 Q4	$274K	Buy	+5,912	New	+$288K	0.02%	270

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SSI Investment Management's KKR Position: Q2 2026 in Review

SSI Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 2,474 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #241.

SSI Investment Management first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

SSI Investment Management held 2,474 shares of KKR & Co worth $227K as of Q2 2026.
SSI Investment Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of SSI Investment Management's portfolio in Q2 2026, its #241 holding.
SSI Investment Management first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
SSI Investment Management's KKR & Co position peaked at $547K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.