Sumitomo Mitsui DS Asset Management’s KKR & Co KKR Stock Holding History

Sumitomo Mitsui DS Asset 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	$7.59M	Buy	82,694 +1,097	+1%	+$106K	0.05%	266
2026 Q1	$7.55M	Buy	81,597 +716	+0.9%	+$75.5K	0.06%	243
2025 Q4	$10.3M	Buy	80,881 +1,208	+2%	+$150K	0.08%	194
2025 Q3	$10.4M	Buy	79,673 +1,354	+2%	+$192K	0.08%	192
2025 Q2	$10.4M	Buy	78,319 +4,952	+7%	+$580K	0.09%	181
2025 Q1	$8.48M	Buy	73,367 +1,348	+2%	+$185K	0.09%	189
2024 Q4	$10.7M	Buy	72,019 +4,164	+6%	+$611K	0.11%	154
2024 Q3	$8.86M	Buy	67,855 +4,283	+7%	+$507K	0.1%	176
2024 Q2	$6.69M	Buy	63,572 +16,679	+36%	+$1.7M	0.08%	205
2024 Q1	$4.72M	Sell	46,893 -77	-0.2%	-$7.08K	0.06%	253
2023 Q4	$3.89M	Sell	46,970 -1,864	-4%	-$126K	0.05%	307
2023 Q3	$3.01M	Buy	48,834 +4,240	+10%	+$257K	0.05%	311
2023 Q2	$2.5M	Buy	44,594 +5,495	+14%	+$288K	0.04%	349
2023 Q1	$2.05M	Hold	39,099	–	–	0.04%	364
2022 Q4	$1.81M	Buy	39,099 +4,170	+12%	+$203K	0.04%	381
2022 Q3	$1.5M	Buy	34,929 +392	+1%	+$19.8K	0.03%	398
2022 Q2	$1.6M	Buy	34,537 +4,613	+15%	+$242K	0.04%	372
2022 Q1	$1.75M	Sell	29,924 -3,722	-11%	-$234K	0.04%	372
2021 Q4	$2.51M	Buy	33,646 +115	+0.3%	+$8.48K	0.05%	310
2021 Q3	$2.04M	Sell	33,531 -933	-3%	-$58.6K	0.05%	328
2021 Q2	$2.04M	Buy	34,464 +7,347	+27%	+$408K	0.05%	321
2021 Q1	$1.32M	Buy	27,117 +902	+3%	+$40.4K	0.03%	409
2020 Q4	$1.06M	Sell	26,215 -500	-2%	-$18.9K	0.03%	438
2020 Q3	$917K	Sell	26,715 -51	-0.2%	-$1.78K	0.03%	433
2020 Q2	$826K	Hold	26,766	–	–	0.03%	438
2020 Q1	$628K	Buy	26,766 +199	+0.7%	+$5.71K	0.03%	447
2019 Q4	$774K	Hold	26,567	–	–	0.03%	495
2019 Q3	$713K	Buy	26,567 +2,678	+11%	+$70.6K	0.03%	479
2019 Q2	$603K	Sell	23,889 -7,175	-23%	-$172K	0.02%	510
2019 Q1	$729K	Buy	+31,064	New	+$707K	0.01%	595

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

Sumitomo Mitsui DS Asset Management's KKR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its KKR & Co (KKR) stake by 1.3% in Q2 2026, buying an estimated $106K and bringing the position to 82,694 shares worth $7.59M. The position accounts for 0.05% of the portfolio, ranked #266.

Sumitomo Mitsui DS Asset Management first reported a position in KKR in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.7M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 82,694 shares of KKR & Co worth $7.59M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 1,097 KKR & Co shares in Q2 2026, an estimated $106K.
KKR & Co made up 0.05% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #266 holding.
Sumitomo Mitsui DS Asset Management first reported a position in KKR & Co in Q1 2019 and has held it in 30 quarters since.
Sumitomo Mitsui DS Asset Management's KKR & Co position peaked at $10.7M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.