Stamos Capital Partners’s KKR & Co KKR Stock Holding History

Stamos Capital Partners’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	$513K	Buy	5,590 +3,233	+137%	+$314K	0.08%	132
2026 Q1	$218K	Buy	+2,357	New	+$248K	0.03%	140
2025 Q4	–	Sell	-1,986	Closed	-$258K	–	143
2025 Q3	$258K	Sell	1,986 -3,634	-65%	-$516K	0.05%	139
2025 Q2	$748K	Buy	5,620 +2,217	+65%	+$260K	0.13%	130
2025 Q1	$393K	Buy	+3,403	New	+$468K	0.1%	135
2024 Q4	–	Sell	-3,900	Closed	-$509K	–	132
2024 Q3	$509K	Sell	3,900 -5,380	-58%	-$637K	0.12%	110
2024 Q2	$977K	Sell	9,280 -520	-5%	-$52.9K	0.21%	109
2024 Q1	$986K	Buy	9,800 +3,880	+66%	+$357K	0.22%	94
2023 Q4	$490K	Sell	5,920 -10,880	-65%	-$737K	0.13%	112
2023 Q3	$1.03M	Buy	+16,800	New	+$1.02M	0.23%	91
2023 Q1	–	Sell	-21,440	Closed	-$995K	–	119
2022 Q4	$995K	Buy	21,440 +2,790	+15%	+$136K	0.32%	76
2022 Q3	$802K	Sell	18,650 -6,620	-26%	-$335K	0.2%	90
2022 Q2	$1.17M	Buy	25,270 +7,870	+45%	+$413K	0.35%	53
2022 Q1	$1.02M	Buy	+17,400	New	+$1.1M	0.34%	57

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

Stamos Capital Partners's KKR Position: Q2 2026 in Review

Stamos Capital Partners increased its KKR & Co (KKR) stake by 137% in Q2 2026, buying an estimated $314K and bringing the position to 5,590 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #132.

Stamos Capital Partners first reported a position in KKR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2022. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Stamos Capital Partners held 5,590 shares of KKR & Co worth $513K as of Q2 2026.
Stamos Capital Partners bought 3,233 KKR & Co shares in Q2 2026, an estimated $314K.
KKR & Co made up 0.08% of Stamos Capital Partners's portfolio in Q2 2026, its #132 holding.
Stamos Capital Partners first reported a position in KKR & Co in Q1 2022 and has held it in 14 quarters since.
Stamos Capital Partners's KKR & Co position peaked at $1.17M in Q2 2022.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.