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 Q3	$264K	Buy	2,891 +9	+0.3%	+$919	0.07%	135
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sweeney & Michel's KKR Position: Q3 2026 in Review

Sweeney & Michel increased its KKR & Co (KKR) stake by 0.31% in Q3 2026, buying an estimated $919 and bringing the position to 2,891 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #135.

Sweeney & Michel first reported a position in KKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $661K in Q3 2024. 458 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Sweeney & Michel held 2,891 shares of KKR & Co worth $264K as of Q3 2026.
Sweeney & Michel bought 9 KKR & Co shares in Q3 2026, an estimated $919.
KKR & Co made up 0.07% of Sweeney & Michel's portfolio in Q3 2026, its #135 holding.
Sweeney & Michel first reported a position in KKR & Co in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's KKR & Co position peaked at $661K in Q3 2024.
458 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.