SC
KKR icon

SummitTX Capital’s KKR & Co KKR Stock Holding History

SummitTX Capital’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 		$10.8M Buy
+117,574
New +$11.4M 0.28% 79
2025
Q3 		– Sell
-26,236
Closed -$3.49M – 876
2025
Q2 		$3.49M Buy
26,236
+3,849
+17% +$451K 0.15% 165
2025
Q1 		$2.59M Buy
+22,387
New +$3.08M 0.11% 205

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

SummitTX Capital's KKR Position: Q2 2026 in Review

SummitTX Capital opened a new position in KKR & Co (KKR) in Q2 2026: 117,574 shares worth $10.8M. The stake represents 0.28% of the portfolio and ranks #79 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in KKR as recently as Q2 2025.

SummitTX Capital first reported a position in KKR in Q1 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • SummitTX Capital held 117,574 shares of KKR & Co worth $10.8M as of Q2 2026.
  • KKR & Co was a new SummitTX Capital position in Q2 2026.
  • KKR & Co made up 0.28% of SummitTX Capital's portfolio in Q2 2026, its #79 holding.
  • SummitTX Capital first reported a position in KKR & Co in Q1 2025 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.