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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
Q2 		$350K Buy
3,813
+8
+0.2% +$776 0.11% 110
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TAGStone Capital's KKR Position: Q2 2026 in Review

TAGStone Capital increased its KKR & Co (KKR) stake by 0.21% in Q2 2026, buying an estimated $776 and bringing the position to 3,813 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #110.

TAGStone Capital first reported a position in KKR in Q4 2021 and has held it in 15 quarters since. The position peaked at $558K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • TAGStone Capital held 3,813 shares of KKR & Co worth $350K as of Q2 2026.
  • TAGStone Capital bought 8 KKR & Co shares in Q2 2026, an estimated $776.
  • KKR & Co made up 0.11% of TAGStone Capital's portfolio in Q2 2026, its #110 holding.
  • TAGStone Capital first reported a position in KKR & Co in Q4 2021 and has held it in 15 quarters since.
  • TAGStone Capital's KKR & Co position peaked at $558K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.