Steph & Co’s KKR & Co KKR Stock Holding History

Steph & Co’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	$22.9K	Sell	250 -163	-39%	-$15.8K	0.01%	226
2026 Q1	$38.2K	Buy	413 +29	+8%	+$3.06K	0.01%	213
2025 Q4	$49K	Buy	384 +271	+240%	+$33.7K	0.01%	194
2025 Q3	$14.7K	Buy	113 +13	+13%	+$1.84K	﹤0.01%	276
2025 Q2	$13.3K	Buy	+100	New	+$11.7K	﹤0.01%	259
2025 Q1	–	Sell	-1,084	Closed	-$160K	–	273
2024 Q4	$160K	Sell	1,084 -77	-7%	-$11.3K	0.05%	126
2024 Q3	$152K	Sell	1,161 -43	-4%	-$5.09K	0.05%	139
2024 Q2	$127K	Buy	1,204 +12	+1%	+$1.22K	0.04%	145
2024 Q1	$120K	Sell	1,192 -80	-6%	-$7.36K	0.04%	148
2023 Q4	$105K	Buy	+1,272	New	+$86.1K	0.05%	139

Other funds holding KKR

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steph & Co's KKR Position: Q2 2026 in Review

Steph & Co reduced its KKR & Co (KKR) stake by 39% in Q2 2026, selling an estimated $15.8K and leaving 250 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #226.

Steph & Co first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $160K in Q4 2024. 201 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Steph & Co held 250 shares of KKR & Co worth $22.9K as of Q2 2026.
Steph & Co sold 163 KKR & Co shares in Q2 2026, an estimated $15.8K.
KKR & Co made up 0.01% of Steph & Co's portfolio in Q2 2026, its #226 holding.
Steph & Co first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
Steph & Co's KKR & Co position peaked at $160K in Q4 2024.
201 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.