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Summit Securities Group’s KKR & Co KKR Stock Holding History

Summit Securities Group’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 		$104K Buy
1,132
+1,019
+902% +$98.8K 0.01% 382
2026
Q1 		$10.5K Sell
113
-905
-89% -$95.4K ﹤0.01% 661
2025
Q4 		$130K Sell
1,018
-166
-14% -$20.6K 0.02% 420
2025
Q3 		$154K Buy
1,184
+729
+160% +$103K 0.03% 304
2025
Q2 		$60.5K Buy
+455
New +$53.3K 0.01% 486
2024
Q3 		– Sell
-503
Closed -$53K – 727
2024
Q2 		$53K Buy
+503
New +$51.2K 0.01% 294
2023
Q2 		– Sell
-5
Closed – – 1004
2023
Q1 		$0 Sell
5
-6,484
-100% -$348K ﹤0.01% 1069
2022
Q4 		$301K Buy
6,489
+6,488
+648,800% +$316K 0.01% 383
2022
Q3 		$0 Buy
+1
New +$51 ﹤0.01% 1047
2022
Q1 		– Sell
-73,255
Closed -$5.46M – 1226
2021
Q4 		$5.46M Buy
73,255
+15,854
+28% +$1.17M 0.26% 75
2021
Q3 		$3.5M Buy
57,401
+22,401
+64% +$1.41M 0.27% 88
2021
Q2 		$2.07M Buy
+35,000
New +$1.94M 0.17% 130
2018
Q1 		– Sell
-10,700
Closed -$225K – 196
2017
Q4 		$225K Buy
+10,700
New +$215K 0.03% 149
2015
Q3 		– Sell
-200
Closed -$5K – 437
2015
Q2 		$5K Buy
200
+100
+100% +$2.3K ﹤0.01% 411
2015
Q1 		$2K Sell
100
-8,100
-99% -$191K ﹤0.01% 340
2014
Q4 		$190K Sell
8,200
-3,900
-32% -$85.5K 0.05% 196
2014
Q3 		$270K Buy
12,100
+9,700
+404% +$228K 0.08% 176
2014
Q2 		$58K Buy
+2,400
New +$55.9K 0.02% 293
2014
Q1 		– Sell
-1,200
Closed -$29K – 500
2013
Q4 		$29K Buy
+1,200
New +$27.6K 0.01% 300
2013
Q3 		– Sell
-3,100
Closed -$61K – 489
2013
Q2 		$61K Buy
+3,100
New +$61.5K 0.03% 170

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

Summit Securities Group's KKR Position: Q2 2026 in Review

Summit Securities Group increased its KKR & Co (KKR) stake by 902% in Q2 2026, buying an estimated $98.8K and bringing the position to 1,132 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #382.

Summit Securities Group first reported a position in KKR in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.46M in Q4 2021. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Summit Securities Group held 1,132 shares of KKR & Co worth $104K as of Q2 2026.
  • Summit Securities Group bought 1,019 KKR & Co shares in Q2 2026, an estimated $98.8K.
  • KKR & Co made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #382 holding.
  • Summit Securities Group first reported a position in KKR & Co in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's KKR & Co position peaked at $5.46M in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.