Stephens Inc’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Buy |
198,246
+20,208
| +11% | +$1.96M | 0.2% | 116 |
|
|
2026
Q1 | $16.5M | Sell |
178,038
-3,555
| -2% | -$375K | 0.21% | 111 |
|
|
2025
Q4 | $23.1M | Sell |
181,593
-7,005
| -4% | -$871K | 0.29% | 77 |
|
|
2025
Q3 | $24.5M | Buy |
188,598
+15,072
| +9% | +$2.14M | 0.31% | 74 |
|
|
2025
Q2 | $23.1M | Buy |
173,526
+22,781
| +15% | +$2.67M | 0.32% | 78 |
|
|
2025
Q1 | $17.4M | Sell |
150,745
-8,175
| -5% | -$1.12M | 0.26% | 93 |
|
|
2024
Q4 | $23.5M | Buy |
158,920
+15,881
| +11% | +$2.33M | 0.33% | 75 |
|
|
2024
Q3 | $18.7M | Buy |
143,039
+6,077
| +4% | +$719K | 0.27% | 92 |
|
|
2024
Q2 | $14.4M | Buy |
136,962
+11,705
| +9% | +$1.19M | 0.22% | 116 |
|
|
2024
Q1 | $12.6M | Buy |
125,257
+11,623
| +10% | +$1.07M | 0.2% | 131 |
|
|
2023
Q4 | $9.41M | Sell |
113,634
-10,393
| -8% | -$704K | 0.16% | 146 |
|
|
2023
Q3 | $7.64M | Sell |
124,027
-5,272
| -4% | -$320K | 0.15% | 165 |
|
|
2023
Q2 | $7.24M | Buy |
129,299
+4,578
| +4% | +$240K | 0.13% | 175 |
|
|
2023
Q1 | $6.55M | Sell |
124,721
-680
| -0.5% | -$36.5K | 0.13% | 185 |
|
|
2022
Q4 | $5.82M | Sell |
125,401
-23,104
| -16% | -$1.13M | 0.12% | 190 |
|
|
2022
Q3 | $6.39M | Buy |
148,505
+17,292
| +13% | +$874K | 0.14% | 174 |
|
|
2022
Q2 | $6.07M | Buy |
131,213
+3,210
| +3% | +$168K | 0.12% | 191 |
|
|
2022
Q1 | $7.48M | Buy |
128,003
+6,727
| +6% | +$423K | 0.12% | 186 |
|
|
2021
Q4 | $9.04M | Buy |
121,276
+4,525
| +4% | +$334K | 0.14% | 162 |
|
|
2021
Q3 | $7.11M | Buy |
116,751
+2,555
| +2% | +$160K | 0.11% | 199 |
|
|
2021
Q2 | $6.76M | Buy |
114,196
+4,553
| +4% | +$253K | 0.1% | 218 |
|
|
2021
Q1 | $5.36M | Buy |
109,643
+120
| +0.1% | +$5.37K | 0.09% | 236 |
|
|
2020
Q4 | $4.43M | Sell |
109,523
-22,250
| -17% | -$841K | 0.08% | 259 |
|
|
2020
Q3 | $4.53M | Sell |
131,773
-28,939
| -18% | -$1.01M | 0.09% | 225 |
|
|
2020
Q2 | $4.96M | Sell |
160,712
-40,851
| -20% | -$1.1M | 0.11% | 204 |
|
|
2020
Q1 | $4.73M | Sell |
201,563
-3,962
| -2% | -$114K | 0.13% | 171 |
|
|
2019
Q4 | $6M | Sell |
205,525
-4,635
| -2% | -$132K | 0.13% | 186 |
|
|
2019
Q3 | $5.64M | Sell |
210,160
-7,510
| -3% | -$198K | 0.12% | 186 |
|
|
2019
Q2 | $5.5M | Sell |
217,670
-101,491
| -32% | -$2.43M | 0.12% | 187 |
|
|
2019
Q1 | $7.5M | Buy |
319,161
+931
| +0.3% | +$21.2K | 0.18% | 125 |
|
|
2018
Q4 | $6.25M | Sell |
318,230
-9,496
| -3% | -$217K | 0.18% | 126 |
|
|
2018
Q3 | $8.94M | Sell |
327,726
-20,452
| -6% | -$546K | 0.22% | 102 |
|
|
2018
Q2 | $8.65M | Buy |
348,178
+13,701
| +4% | +$304K | 0.26% | 87 |
|
|
2018
Q1 | $6.79M | Buy |
334,477
+41,644
| +14% | +$925K | 0.25% | 95 |
|
|
2017
Q4 | $6.17M | Sell |
292,833
-8,833
| -3% | -$177K | 0.23% | 111 |
|
|
2017
Q3 | $6.13M | Sell |
301,666
-6,221
| -2% | -$118K | 0.22% | 106 |
|
|
2017
Q2 | $5.73M | Buy |
307,887
+1,003
| +0.3% | +$18.4K | 0.2% | 113 |
|
|
2017
Q1 | $5.59M | Sell |
306,884
-57,001
| -16% | -$1.01M | 0.2% | 110 |
|
|
2016
Q4 | $5.6M | Buy |
363,885
+798
| +0.2% | +$12K | 0.23% | 90 |
|
|
2016
Q3 | $5.18M | Buy |
363,087
+81,301
| +29% | +$1.15M | 0.23% | 90 |
|
|
2016
Q2 | $3.48M | Buy |
281,786
+25,898
| +10% | +$347K | 0.16% | 140 |
|
|
2016
Q1 | $3.76M | Sell |
255,888
-6,103
| -2% | -$83.1K | 0.18% | 117 |
|
|
2015
Q4 | $4.08M | Sell |
261,991
-55,786
| -18% | -$954K | 0.2% | 106 |
|
|
2015
Q3 | $5.33M | Buy |
317,777
+23,543
| +8% | +$500K | 0.28% | 74 |
|
|
2015
Q2 | $6.72M | Buy |
294,234
+56,136
| +24% | +$1.29M | 0.31% | 63 |
|
|
2015
Q1 | $5.43M | Buy |
238,098
+13,718
| +6% | +$324K | 0.25% | 85 |
|
|
2014
Q4 | $5.21M | Buy |
224,380
+8,616
| +4% | +$189K | 0.25% | 85 |
|
|
2014
Q3 | $4.81M | Buy |
215,764
+9,613
| +5% | +$225K | 0.24% | 92 |
|
|
2014
Q2 | $5.02M | Buy |
206,151
+20,161
| +11% | +$469K | 0.25% | 85 |
|
|
2014
Q1 | $4.25M | Buy |
185,990
+34,628
| +23% | +$838K | 0.23% | 96 |
|
|
2013
Q4 | $3.68M | Buy |
151,362
+13,571
| +10% | +$312K | 0.18% | 108 |
|
|
2013
Q3 | $2.84M | Buy |
137,791
+31,381
| +29% | +$629K | 0.15% | 138 |
|
|
2013
Q2 | $2.09M | Buy |
+106,410
| New | +$2.11M | 0.12% | 161 |
|
Other funds holding KKR
Stephens Inc's KKR Position: Q2 2026 in Review
Stephens Inc increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $1.96M and bringing the position to 198,246 shares worth $18.2M. The position accounts for 0.2% of the portfolio, ranked #116.
Stephens Inc first reported a position in KKR in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.5M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Stephens Inc held 198,246 shares of KKR & Co worth $18.2M as of Q2 2026.
- Stephens Inc bought 20,208 KKR & Co shares in Q2 2026, an estimated $1.96M.
- KKR & Co made up 0.2% of Stephens Inc's portfolio in Q2 2026, its #116 holding.
- Stephens Inc first reported a position in KKR & Co in Q2 2013 and has held it in 53 quarters since.
- Stephens Inc's KKR & Co position peaked at $24.5M in Q3 2025.
- 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.