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 Q3	$25.2K	Buy	276 +26	+10%	+$2.65K	0.01%	220
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

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Steph & Co's KKR Position: Q3 2026 in Review

Steph & Co increased its KKR & Co (KKR) stake by 10% in Q3 2026, buying an estimated $2.65K and bringing the position to 276 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #220.

Steph & Co first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $160K in Q4 2024. 179 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Steph & Co held 276 shares of KKR & Co worth $25.2K as of Q3 2026.
Steph & Co bought 26 KKR & Co shares in Q3 2026, an estimated $2.65K.
KKR & Co made up 0.01% of Steph & Co's portfolio in Q3 2026, its #220 holding.
Steph & Co first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Steph & Co's KKR & Co position peaked at $160K in Q4 2024.
179 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.