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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sweeney & Michel's KKR Position: Q1 2026 in Review

Sweeney & Michel increased its KKR & Co (KKR) stake by 0.21% in Q1 2026, buying an estimated $632 and bringing the position to 2,876 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #123.

Sweeney & Michel first reported a position in KKR in Q1 2023 and has held it in 11 quarters since. The position peaked at $661K in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Sweeney & Michel held 2,876 shares of KKR & Co worth $282K as of Q1 2026.
Sweeney & Michel bought 6 KKR & Co shares in Q1 2026, an estimated $632.
KKR & Co made up 0.08% of Sweeney & Michel's portfolio in Q1 2026, its #123 holding.
Sweeney & Michel first reported a position in KKR & Co in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's KKR & Co position peaked at $661K in Q3 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.