Stifel Financial’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
Q1
$24.5M Sell
265,025
-14,182
-5% -$1.49M 0.02% 558
2025
Q4
$35.6M Sell
279,207
-92,546
-25% -$11.5M 0.03% 449
2025
Q3
$48.3M Buy
371,753
+85,335
+30% +$12.1M 0.04% 366
2025
Q2
$38.1M Sell
286,418
-70,994
-20% -$8.31M 0.04% 396
2025
Q1
$41.3M Sell
357,412
-24,015
-6% -$3.3M 0.04% 366
2024
Q4
$56.4M Buy
381,427
+43,770
+13% +$6.42M 0.06% 301
2024
Q3
$44.1M Buy
337,657
+37,889
+13% +$4.48M 0.05% 345
2024
Q2
$31.5M Sell
299,768
-23,540
-7% -$2.4M 0.04% 408
2024
Q1
$32.5M Sell
323,308
-8,866
-3% -$815K 0.04% 390
2023
Q4
$27.5M Sell
332,174
-100,965
-23% -$6.84M 0.03% 410
2023
Q3
$26.7M Buy
433,139
+12,249
+3% +$744K 0.04% 392
2023
Q2
$23.6M Buy
420,890
+5,455
+1% +$286K 0.03% 421
2023
Q1
$21.8M Buy
415,435
+43,972
+12% +$2.36M 0.03% 437
2022
Q4
$17.2M Sell
371,463
-9,235
-2% -$450K 0.03% 488
2022
Q3
$16.4M Buy
380,698
+30,729
+9% +$1.55M 0.03% 483
2022
Q2
$16.2M Buy
349,969
+1,596
+0.5% +$83.7K 0.03% 501
2022
Q1
$20.4M Buy
348,373
+3,436
+1% +$216K 0.03% 500
2021
Q4
$25.7M Sell
344,937
-56,424
-14% -$4.16M 0.03% 424
2021
Q3
$24.4M Buy
401,361
+97,172
+32% +$6.1M 0.04% 417
2021
Q2
$18M Buy
304,189
+21,529
+8% +$1.19M 0.03% 500
2021
Q1
$13.8M Buy
282,660
+20,566
+8% +$920K 0.02% 551
2020
Q4
$10.6M Buy
262,094
+4,579
+2% +$173K 0.02% 585
2020
Q3
$8.84M Sell
257,515
-37,127
-13% -$1.3M 0.02% 573
2020
Q2
$9.1M Sell
294,642
-87,606
-23% -$2.35M 0.02% 527
2020
Q1
$8.94M Sell
382,248
-16,195
-4% -$465K 0.02% 482
2019
Q4
$11.6M Buy
398,443
+42,918
+12% +$1.22M 0.02% 551
2019
Q3
$9.54M Buy
355,525
+198,126
+126% +$5.23M 0.02% 574
2019
Q2
$3.97M Sell
157,399
-14,816
-9% -$355K 0.01% 955
2019
Q1
$4.05M Buy
172,215
+6,473
+4% +$147K 0.01% 900
2018
Q4
$3.26M Buy
165,742
+45,101
+37% +$1.03M 0.01% 942
2018
Q3
$3.29M Buy
120,641
+38,797
+47% +$1.04M 0.01% 1016
2018
Q2
$2.04M Sell
81,844
-41,916
-34% -$931K 0.01% 1204
2018
Q1
$2.51M Sell
123,760
-36,517
-23% -$811K 0.01% 1053
2017
Q4
$3.38M Sell
160,277
-3,574
-2% -$71.8K 0.01% 926
2017
Q3
$3.32M Sell
163,851
-1,883
-1% -$35.7K 0.01% 901
2017
Q2
$3.09M Sell
165,734
-229
-0.1% -$4.19K 0.01% 909
2017
Q1
$3.02M Buy
165,963
+26,882
+19% +$478K 0.01% 904
2016
Q4
$2.14M Buy
139,081
+12,135
+10% +$183K 0.01% 1008
2016
Q3
$1.81M Sell
126,946
-19,311
-13% -$274K 0.01% 1041
2016
Q2
$1.81M Buy
146,257
+29,201
+25% +$391K 0.01% 1049
2016
Q1
$1.72M Buy
117,056
+7,164
+7% +$97.5K 0.01% 982
2015
Q4
$1.71M Sell
109,892
-1,477
-1% -$25.3K 0.01% 1035
2015
Q3
$1.87M Buy
111,369
+2,588
+2% +$55K 0.01% 941
2015
Q2
$2.47M Buy
108,781
+13,147
+14% +$302K 0.01% 888
2015
Q1
$2.18M Buy
95,634
+19,240
+25% +$454K 0.01% 904
2014
Q4
$1.77M Buy
76,394
+24,025
+46% +$527K 0.01% 967
2014
Q3
$1.17M Buy
52,369
+11,836
+29% +$278K 0.01% 1036
2014
Q2
$986K Buy
40,533
+15,033
+59% +$350K 0.01% 1127
2014
Q1
$582K Buy
+25,500
New +$617K 0.01% 1353

Other funds holding KKR

Stifel Financial's KKR Position: Q1 2026 in Review

Stifel Financial reduced its KKR & Co (KKR) stake by 5.1% in Q1 2026, selling an estimated $1.49M and leaving 265,025 shares worth $24.5M. The position accounts for 0.02% of the portfolio, ranked #558.

Stifel Financial first reported a position in KKR in Q1 2014 and has held it in 49 quarters since. The position peaked at $56.4M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Stifel Financial held 265,025 shares of KKR & Co worth $24.5M as of Q1 2026.
  • Stifel Financial sold 14,182 KKR & Co shares in Q1 2026, an estimated $1.49M.
  • KKR & Co made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #558 holding.
  • Stifel Financial first reported a position in KKR & Co in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's KKR & Co position peaked at $56.4M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.