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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
2014
Q4 		– Sell
-133
Closed -$16K – 666
2014
Q3 		$16K Buy
+133
New +$3.12K ﹤0.01% 507

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Securities Group's KKR Position: Q1 2026 in Review

Summit Securities Group reduced its KKR & Co (KKR) stake by 89% in Q1 2026, selling an estimated $95.4K and leaving 113 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Summit Securities Group first reported a position in KKR in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.46M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Summit Securities Group held 113 shares of KKR & Co worth $10.5K as of Q1 2026.
  • Summit Securities Group sold 905 KKR & Co shares in Q1 2026, an estimated $95.4K.
  • KKR & Co made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #661 holding.
  • Summit Securities Group first reported a position in KKR & Co in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's KKR & Co position peaked at $5.46M in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.