Synergy Investment Management’s KKR & Co KKR Stock Holding History

Synergy Investment Management’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	$1.39K	Buy	+15	New	+$1.58K	﹤0.01%	737

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

Synergy Investment Management's KKR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in KKR & Co (KKR) in Q1 2026: 15 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings.

1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Synergy Investment Management held 15 shares of KKR & Co worth $1.39K as of Q1 2026.
KKR & Co was a new Synergy Investment Management position in Q1 2026.
KKR & Co made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #737 holding.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.