TAGStone Capital’s KKR & Co KKR Stock Holding History

TAGStone Capital’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	$352K	Buy	3,805 +8	+0.2%	+$843	0.12%	106
2025 Q4	$484K	Buy	3,797 +5	+0.1%	+$622	0.18%	81
2025 Q3	$493K	Buy	3,792 +6	+0.2%	+$852	0.2%	77
2025 Q2	$540K	Buy	3,786 +5	+0.1%	+$585	0.22%	76
2025 Q1	$437K	Buy	3,781 +5	+0.1%	+$688	0.22%	66
2024 Q4	$558K	Buy	3,776 +5	+0.1%	+$734	0.27%	59
2024 Q3	$492K	Buy	3,771 +5	+0.1%	+$592	0.25%	61
2024 Q2	$396K	Buy	3,766 +6	+0.2%	+$611	0.22%	68
2024 Q1	$378K	Buy	3,760 +7	+0.2%	+$644	0.22%	67
2023 Q4	$311K	Buy	3,753 +8	+0.2%	+$542	0.2%	68
2023 Q3	$231K	Buy	3,745 +10	+0.3%	+$607	0.17%	75
2023 Q2	$209K	Buy	+3,735	New	+$196K	0.15%	79
2022 Q2	–	Sell	-3,681	Closed	-$215K	–	72
2022 Q1	$215K	Buy	3,681 +10	+0.3%	+$629	0.18%	68
2021 Q4	$273K	Buy	+3,671	New	+$271K	0.23%	65

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

TAGStone Capital's KKR Position: Q1 2026 in Review

TAGStone Capital increased its KKR & Co (KKR) stake by 0.21% in Q1 2026, buying an estimated $843 and bringing the position to 3,805 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #106.

TAGStone Capital first reported a position in KKR in Q4 2021 and has held it in 14 quarters since. The position peaked at $558K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

TAGStone Capital held 3,805 shares of KKR & Co worth $352K as of Q1 2026.
TAGStone Capital bought 8 KKR & Co shares in Q1 2026, an estimated $843.
KKR & Co made up 0.12% of TAGStone Capital's portfolio in Q1 2026, its #106 holding.
TAGStone Capital first reported a position in KKR & Co in Q4 2021 and has held it in 14 quarters since.
TAGStone Capital's KKR & Co position peaked at $558K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.