Sweeney & Michel’s KKR & Co KKR Stock Holding History

Sweeney & Michel’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	$296K	Buy	2,882 +6	+0.2%	+$582	0.08%	129
2026 Q1	$282K	Buy	2,876 +6	+0.2%	+$632	0.08%	123
2025 Q4	$302K	Buy	2,870 +4	+0.1%	+$498	0.09%	114
2025 Q3	$338K	Buy	2,866 +4	+0.1%	+$568	0.11%	104
2025 Q2	$404K	Sell	2,862 -631	-18%	-$73.9K	0.14%	95
2025 Q1	$330K	Buy	+3,493	New	+$481K	0.14%	92
2024 Q3	$661K	Buy	4,731 +7	+0.1%	+$828	0.26%	63
2024 Q2	$499K	Buy	4,724 +7	+0.1%	+$713	0.21%	67
2024 Q1	$483K	Buy	+4,717	New	+$434K	0.21%	69
2023 Q3	$293K	Buy	4,698 +13	+0.3%	+$789	0.15%	89
2023 Q2	$287K	Hold	4,685	–	–	0.15%	88
2023 Q1	$255K	Buy	+4,685	New	+$251K	0.14%	91

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

Sweeney & Michel's KKR Position: Q2 2026 in Review

Sweeney & Michel increased its KKR & Co (KKR) stake by 0.21% in Q2 2026, buying an estimated $582 and bringing the position to 2,882 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #129.

Sweeney & Michel first reported a position in KKR in Q1 2023 and has held it in 12 quarters since. The position peaked at $661K in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sweeney & Michel held 2,882 shares of KKR & Co worth $296K as of Q2 2026.
Sweeney & Michel bought 6 KKR & Co shares in Q2 2026, an estimated $582.
KKR & Co made up 0.08% of Sweeney & Michel's portfolio in Q2 2026, its #129 holding.
Sweeney & Michel first reported a position in KKR & Co in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's KKR & Co position peaked at $661K in Q3 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.