SGK
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Steigerwald Gordon & Koch’s KKR & Co KKR Stock Holding History

Steigerwald Gordon & Koch’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 		$1.1K Hold
12
– – ﹤0.01% 722
2026
Q1 		$1.11K Sell
12
-110
-90% -$11.6K ﹤0.01% 727
2025
Q4 		$15.6K Buy
122
+110
+917% +$13.7K ﹤0.01% 491
2025
Q3 		$1.56K Buy
+12
New +$1.7K ﹤0.01% 737

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Steigerwald Gordon & Koch's KKR Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its KKR & Co (KKR) position steady in Q2 2026 at 12 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Steigerwald Gordon & Koch first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.6K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Steigerwald Gordon & Koch held 12 shares of KKR & Co worth $1.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #722 holding.
  • Steigerwald Gordon & Koch first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's KKR & Co position peaked at $15.6K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.