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Stonehage Fleming Financial Services’s KKR & Co KKR Stock Holding History

Stonehage Fleming Financial Services’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 		$1.95M Sell
21,210
-226
-1% -$21.9K 0.07% 56
2026
Q1 		$1.98M Buy
21,436
+2,938
+16% +$310K 0.07% 55
2025
Q4 		$2.36M Hold
18,498
– – 0.07% 42
2025
Q3 		$2.4M Sell
18,498
-527
-3% -$74.8K 0.07% 44
2025
Q2 		$2.53M Buy
19,025
+1,493
+9% +$175K 0.07% 40
2025
Q1 		$2.03M Sell
17,532
-1,182
-6% -$163K 0.07% 37
2024
Q4 		$2.77M Sell
18,714
-4
-0% -$587 0.08% 36
2024
Q3 		$2.44M Sell
18,718
-65
-0.3% -$7.69K 0.06% 38
2024
Q2 		$1.98M Sell
18,783
-26,126
-58% -$2.66M 0.05% 39
2024
Q1 		$2.33M Buy
44,909
+26,080
+139% +$2.4M 0.15% 25
2023
Q4 		$1.56M Sell
18,829
-23,603
-56% -$1.6M 0.05% 44
2023
Q3 		$2.63M Sell
42,432
-1,646
-4% -$100K 0.23% 42
2023
Q2 		$2.47M Sell
44,078
-831
-2% -$43.5K 0.09% 39
2023
Q1 		$2.33M Sell
44,909
-1,804
-4% -$96.8K 0.15% 25
2022
Q4 		$2.18M Buy
46,713
+26,468
+131% +$1.29M 0.17% 27
2022
Q3 		$876K Hold
20,245
– – 0.07% 46
2022
Q2 		$958K Sell
20,245
-1,085
-5% -$56.9K 0.04% 69
2022
Q1 		$1.26M Buy
21,330
+2,380
+13% +$150K 0.04% 64
2021
Q4 		$1.42M Hold
18,950
– – 0.04% 63
2021
Q3 		$1.15M Hold
18,950
– – 0.03% 70
2021
Q2 		$1.14M Sell
18,950
-1,329
-7% -$73.8K 0.03% 71
2021
Q1 		$998K Hold
20,279
– – 0.03% 78
2020
Q4 		$805K Hold
20,279
– – 0.03% 87
2020
Q3 		$693K Hold
20,279
– – 0.03% 84
2020
Q2 		$611K Hold
20,279
– – 0.04% 70
2020
Q1 		$497K Sell
20,279
-1,175
-5% -$33.7K 0.02% 90
2019
Q4 		$623K Buy
21,454
+3,758
+21% +$107K 0.03% 95
2019
Q3 		$475K Hold
17,696
– – 0.02% 96
2019
Q2 		$447K Hold
17,696
– – 0.02% 89
2019
Q1 		$416K Hold
17,696
– – 0.02% 102
2018
Q4 		$347K Buy
17,696
+1,625
+10% +$37.2K 0.02% 128
2018
Q3 		$438K Buy
+16,071
New +$429K 0.03% 125

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

Stonehage Fleming Financial Services's KKR Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its KKR & Co (KKR) stake by 1.1% in Q2 2026, selling an estimated $21.9K and leaving 21,210 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #56.

Stonehage Fleming Financial Services first reported a position in KKR in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.77M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Stonehage Fleming Financial Services held 21,210 shares of KKR & Co worth $1.95M as of Q2 2026.
  • Stonehage Fleming Financial Services sold 226 KKR & Co shares in Q2 2026, an estimated $21.9K.
  • KKR & Co made up 0.07% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #56 holding.
  • Stonehage Fleming Financial Services first reported a position in KKR & Co in Q3 2018 and has held it in 32 quarters since.
  • Stonehage Fleming Financial Services's KKR & Co position peaked at $2.77M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.