TCW Group’s KKR & Co KKR Stock Holding History

TCW Group’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	$1.02M	Buy	11,001 +528	+5%	+$55.7K	0.01%	364
2025 Q4	$1.34M	Buy	+10,473	New	+$1.3M	0.01%	322
2025 Q3	–	Sell	-104,531	Closed	-$13.9M	–	304
2025 Q2	$13.9M	Sell	104,531 -239,925	-70%	-$28.1M	0.11%	121
2025 Q1	$39.8M	Buy	344,456 +36,652	+12%	+$5.04M	0.36%	74
2024 Q4	$45.5M	Buy	307,804 +55,876	+22%	+$8.2M	0.38%	69
2024 Q3	$32.9M	Buy	251,928 +138,474	+122%	+$16.4M	0.29%	79
2024 Q2	$11.9M	Buy	+113,454	New	+$11.6M	0.11%	122
2024 Q1	–	Sell	-10,474	Closed	-$875K	–	375
2023 Q4	$875K	Buy	+10,474	New	+$709K	0.01%	311
2017 Q1	–	Sell	-670,000	Closed	-$10.3M	–	506
2016 Q4	$10.3M	Sell	670,000 -1,330,000	-67%	-$20.1M	0.08%	144
2016 Q3	$30M	Hold	2,000,000	–	–	0.23%	88
2016 Q2	$27M	Hold	2,000,000	–	–	0.2%	95
2016 Q1	$25.7M	Hold	2,000,000	–	–	0.19%	100
2015 Q4	$33.8M	Hold	2,000,000	–	–	0.24%	87
2015 Q3	$38.2M	Buy	+2,000,000	New	+$42.5M	0.27%	90
2014 Q4	–	Sell	-77,100	Closed	-$1.72M	–	730
2014 Q3	$1.72M	Sell	77,100 -1,922,900	-96%	-$45.1M	0.01%	680
2014 Q2	$45.5M	Hold	2,000,000	–	–	0.19%	122
2014 Q1	$48.7M	Hold	2,000,000	–	–	0.2%	105
2013 Q4	$41.2M	Hold	2,000,000	–	–	0.17%	116
2013 Q3	$39.3M	Hold	2,000,000	–	–	0.18%	109
2013 Q2	$39.3M	Buy	+2,000,000	New	+$39.7M	0.19%	104

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

TCW Group's KKR Position: Q1 2026 in Review

TCW Group increased its KKR & Co (KKR) stake by 5% in Q1 2026, buying an estimated $55.7K and bringing the position to 11,001 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #364.

TCW Group first reported a position in KKR in Q2 2013 and has held it in 20 quarters since. The position peaked at $48.7M in Q1 2014. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

TCW Group held 11,001 shares of KKR & Co worth $1.02M as of Q1 2026.
TCW Group bought 528 KKR & Co shares in Q1 2026, an estimated $55.7K.
KKR & Co made up 0.01% of TCW Group's portfolio in Q1 2026, its #364 holding.
TCW Group first reported a position in KKR & Co in Q2 2013 and has held it in 20 quarters since.
TCW Group's KKR & Co position peaked at $48.7M in Q1 2014.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.