SS
KKR icon

Sunbelt Securities’s KKR & Co KKR Stock Holding History

Sunbelt Securities’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
Q1 		$369K Buy
3,991
+140
+4% +$14.8K 0.02% 476
2025
Q4 		$491K Buy
3,851
+2
+0.1% +$249 0.03% 406
2025
Q3 		$500K Buy
3,849
+316
+9% +$44.9K 0.03% 389
2025
Q2 		$523K Sell
3,533
-2
-0.1% -$234 0.05% 341
2025
Q1 		$409K Buy
3,535
+2
+0.1% +$275 0.04% 372
2024
Q4 		$524K Sell
3,533
-12
-0.3% -$1.76K 0.05% 339
2024
Q3 		$463K Buy
3,545
+105
+3% +$12.4K 0.05% 375
2024
Q2 		$362K Buy
3,440
+1,169
+51% +$119K 0.04% 410
2024
Q1 		$228K Hold
2,271
– – 0.03% 501
2023
Q4 		$188K Hold
2,271
– – 0.02% 508
2023
Q3 		$140K Hold
2,271
– – 0.02% 567
2023
Q2 		$127K Sell
2,271
-447
-16% -$23.4K 0.02% 576
2023
Q1 		$140K Buy
+2,718
New +$146K 0.02% 508
2022
Q2 		– Sell
-3,499
Closed -$208K – 472
2022
Q1 		$208K Sell
3,499
-1,100
-24% -$69.2K 0.04% 433
2021
Q4 		$305K Sell
4,599
-600
-12% -$44.3K 0.05% 365
2021
Q3 		$303K Hold
5,199
– – 0.05% 345
2021
Q2 		$303K Hold
5,199
– – 0.05% 345
2021
Q1 		$254K Buy
+5,199
New +$233K 0.05% 365
2020
Q1 		– Sell
-12,239
Closed -$357K – 518
2019
Q4 		$357K Buy
12,239
+22
+0.2% +$627 0.04% 399
2019
Q3 		$328K Buy
+12,217
New +$322K 0.04% 397

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's KKR Position: Q1 2026 in Review

Sunbelt Securities increased its KKR & Co (KKR) stake by 3.6% in Q1 2026, buying an estimated $14.8K and bringing the position to 3,991 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #476.

Sunbelt Securities first reported a position in KKR in Q3 2019 and has held it in 20 quarters since. The position peaked at $524K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Sunbelt Securities held 3,991 shares of KKR & Co worth $369K as of Q1 2026.
  • Sunbelt Securities bought 140 KKR & Co shares in Q1 2026, an estimated $14.8K.
  • KKR & Co made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #476 holding.
  • Sunbelt Securities first reported a position in KKR & Co in Q3 2019 and has held it in 20 quarters since.
  • Sunbelt Securities's KKR & Co position peaked at $524K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.