Stratos Investment Management’s KKR & Co KKR Stock Holding History

Stratos Investment Management’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	$412K	Buy	4,483 +160	+4%	+$15.5K	0.01%	281
2026 Q1	$400K	Sell	4,323 -217	-5%	-$22.9K	0.02%	276
2025 Q4	$579K	Sell	4,540 -5	-0.1%	-$622	0.02%	228
2025 Q3	$591K	Sell	4,545 -23	-0.5%	-$3.27K	0.02%	227
2025 Q2	$608K	Buy	4,568 +324	+8%	+$37.9K	0.03%	229
2025 Q1	$491K	Sell	4,244 -366	-8%	-$50.4K	0.03%	210
2024 Q4	$682K	Buy	4,610 +2,228	+94%	+$327K	0.04%	151
2024 Q3	$311K	Buy	2,382 +102	+4%	+$12.1K	0.02%	200
2024 Q2	$240K	Buy	2,280 +31	+1%	+$3.16K	0.02%	202
2024 Q1	$226K	Sell	2,249 -1,179	-34%	-$108K	0.02%	184
2023 Q4	$284K	Buy	+3,428	New	+$232K	0.03%	154
2022 Q1	–	Sell	-3,000	Closed	-$224K	–	174
2021 Q4	$224K	Buy	+3,000	New	+$221K	0.04%	173

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stratos Investment Management's KKR Position: Q2 2026 in Review

Stratos Investment Management increased its KKR & Co (KKR) stake by 3.7% in Q2 2026, buying an estimated $15.5K and bringing the position to 4,483 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #281.

Stratos Investment Management first reported a position in KKR in Q4 2021 and has held it in 12 quarters since. The position peaked at $682K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Stratos Investment Management held 4,483 shares of KKR & Co worth $412K as of Q2 2026.
Stratos Investment Management bought 160 KKR & Co shares in Q2 2026, an estimated $15.5K.
KKR & Co made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #281 holding.
Stratos Investment Management first reported a position in KKR & Co in Q4 2021 and has held it in 12 quarters since.
Stratos Investment Management's KKR & Co position peaked at $682K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.