STALEY CAPITAL ADVISERS’s KKR & Co KKR Stock Holding History

STALEY CAPITAL ADVISERS’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	$4.16M	Hold	45,000	–	–	0.18%	61
2025 Q4	$5.74M	Hold	45,000	–	–	0.24%	57
2025 Q3	$5.85M	Hold	45,000	–	–	0.24%	57
2025 Q2	$5.99M	Sell	45,000 -7,100	-14%	-$831K	0.25%	57
2025 Q1	$6.02M	Buy	52,100 +7,100	+16%	+$977K	0.27%	54
2024 Q4	$6.66M	Hold	45,000	–	–	0.3%	49
2024 Q3	$5.88M	Hold	45,000	–	–	0.26%	54
2024 Q2	$4.74M	Hold	45,000	–	–	0.22%	57
2024 Q1	$4.53M	Hold	45,000	–	–	0.21%	56
2023 Q4	$3.73M	Hold	45,000	–	–	0.19%	59
2023 Q3	$2.77M	Hold	45,000	–	–	0.15%	63
2023 Q2	$2.52M	Sell	45,000 -100	-0.2%	-$5.24K	0.14%	65
2023 Q1	$2.37M	Hold	45,100	–	–	0.13%	65
2022 Q4	$2.09M	Hold	45,100	–	–	0.13%	72
2022 Q3	$1.94M	Hold	45,100	–	–	0.12%	70
2022 Q2	$2.09M	Hold	45,100	–	–	0.12%	69
2022 Q1	$2.64M	Hold	45,100	–	–	0.13%	74
2021 Q4	$3.36M	Hold	45,100	–	–	0.16%	69
2021 Q3	$2.75M	Hold	45,100	–	–	0.15%	70
2021 Q2	$2.67M	Sell	45,100 -100	-0.2%	-$5.55K	0.14%	67
2021 Q1	$2.21M	Hold	45,200	–	–	0.12%	75
2020 Q4	$1.83M	Hold	45,200	–	–	0.11%	71
2020 Q3	$1.55M	Hold	45,200	–	–	0.11%	77
2020 Q2	$1.4M	Hold	45,200	–	–	0.1%	77
2020 Q1	$1.06M	Hold	45,200	–	–	0.09%	81
2019 Q4	$1.32M	Hold	45,200	–	–	0.09%	88
2019 Q3	$1.21M	Hold	45,200	–	–	0.09%	84
2019 Q2	$1.14M	Sell	45,200 -5,000	-10%	-$120K	0.09%	83
2019 Q1	$1.18M	Buy	50,200 +10,000	+25%	+$228K	0.09%	80
2018 Q4	$789K	Hold	40,200	–	–	0.06%	97
2018 Q3	$1.1M	Hold	40,200	–	–	0.08%	83
2018 Q2	$999K	Hold	40,200	–	–	0.08%	82
2018 Q1	$816K	Hold	40,200	–	–	0.06%	83
2017 Q4	$847K	Buy	+40,200	New	+$807K	0.07%	84

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

STALEY CAPITAL ADVISERS's KKR Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its KKR & Co (KKR) position steady in Q1 2026 at 45,000 shares worth $4.16M. The position accounts for 0.18% of the portfolio, ranked #61.

STALEY CAPITAL ADVISERS first reported a position in KKR in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.66M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

STALEY CAPITAL ADVISERS held 45,000 shares of KKR & Co worth $4.16M as of Q1 2026.
STALEY CAPITAL ADVISERS left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.18% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #61 holding.
STALEY CAPITAL ADVISERS first reported a position in KKR & Co in Q4 2017 and has held it in 34 quarters since.
STALEY CAPITAL ADVISERS's KKR & Co position peaked at $6.66M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.