TD Asset Management’s KKR & Co KKR Stock Holding History

TD Asset 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	$26.9M	Buy	290,606 +9,831	+4%	+$1.04M	0.02%	454
2025 Q4	$35.8M	Sell	280,775 -13,390	-5%	-$1.67M	0.03%	384
2025 Q3	$38.2M	Sell	294,165 -4,342	-1%	-$616K	0.03%	378
2025 Q2	$39.7M	Buy	298,507 +5,309	+2%	+$621K	0.03%	372
2025 Q1	$33.9M	Sell	293,198 -14,686	-5%	-$2.02M	0.03%	390
2024 Q4	$45.5M	Sell	307,884 -46,088	-13%	-$6.76M	0.04%	337
2024 Q3	$46.8M	Sell	353,972 -139,991	-28%	-$16.6M	0.04%	324
2024 Q2	$52M	Sell	493,963 -241,424	-33%	-$24.6M	0.05%	293
2024 Q1	$74M	Sell	735,387 -184,979	-20%	-$17M	0.07%	242
2023 Q4	$76.3M	Sell	920,366 -115,752	-11%	-$7.84M	0.08%	220
2023 Q3	$63.8M	Sell	1,036,118 -1,382	-0.1%	-$83.9K	0.08%	207
2023 Q2	$58.1M	Sell	1,037,500 -22,830	-2%	-$1.2M	0.07%	234
2023 Q1	$55.7M	Sell	1,060,330 -70,712	-6%	-$3.79M	0.07%	236
2022 Q4	$52.5M	Sell	1,131,042 -30,097	-3%	-$1.47M	0.06%	244
2022 Q3	$50.3M	Buy	1,161,139 +7,168	+0.6%	+$362K	0.06%	249
2022 Q2	$53.4M	Buy	1,153,971 +5,642	+0.5%	+$296K	0.06%	243
2022 Q1	$67.1M	Sell	1,148,329 -119,499	-9%	-$7.52M	0.06%	232
2021 Q4	$94.5M	Buy	1,267,828 +577,473	+84%	+$42.6M	0.08%	203
2021 Q3	$42M	Sell	690,355 -672,763	-49%	-$42.2M	0.04%	311
2021 Q2	$86.9M	Buy	1,363,118 +31,745	+2%	+$1.76M	0.09%	189
2021 Q1	$65M	Sell	1,331,373 -155,680	-10%	-$6.97M	0.07%	215
2020 Q4	$60.2M	Sell	1,487,053 -117,278	-7%	-$4.43M	0.07%	217
2020 Q3	$55.1M	Sell	1,604,331 -734,895	-31%	-$25.7M	0.08%	206
2020 Q2	$72.2M	Sell	2,339,226 -1,787,168	-43%	-$48M	0.1%	165
2020 Q1	$98.8M	Sell	4,126,394 -498,508	-11%	-$14.3M	0.17%	120
2019 Q4	$131M	Sell	4,624,902 -376,559	-8%	-$10.7M	0.19%	108
2019 Q3	$133M	Buy	5,001,461 +4,637,995	+1,276%	+$122M	0.2%	100
2019 Q2	$9.19M	Buy	363,466 +46,661	+15%	+$1.12M	0.01%	548
2019 Q1	$7.44M	Buy	316,805 +46,805	+17%	+$1.07M	0.01%	597
2018 Q4	$5.3M	Sell	270,000 -1,637,336	-86%	-$37.4M	0.01%	646
2018 Q3	$52M	Buy	+1,907,336	New	+$51M	0.08%	209
2018 Q2	–	Sell	-1,636,336	Closed	-$33.2M	–	1430
2018 Q1	$33.2M	Hold	1,636,336	–	–	0.05%	282
2017 Q4	$34.5M	Hold	1,636,336	–	–	0.05%	284
2017 Q3	$33.3M	Hold	1,636,336	–	–	0.05%	279
2017 Q2	$30.4M	Hold	1,636,336	–	–	0.05%	293
2017 Q1	$29.8M	Hold	1,636,336	–	–	0.05%	304
2016 Q4	$25.2M	Hold	1,636,336	–	–	0.04%	322
2016 Q3	$23.3M	Hold	1,636,336	–	–	0.04%	326
2016 Q2	$20.2M	Hold	1,636,336	–	–	0.04%	341
2016 Q1	$24M	Hold	1,636,336	–	–	0.05%	298
2015 Q4	$25.5M	Hold	1,636,336	–	–	0.05%	282
2015 Q3	$27.5M	Hold	1,636,336	–	–	0.05%	260
2015 Q2	$37.4M	Hold	1,636,336	–	–	0.07%	224
2015 Q1	$37.3M	Hold	1,636,336	–	–	0.07%	224
2014 Q4	$38M	Hold	1,636,336	–	–	0.06%	221
2014 Q3	$36.5M	Hold	1,636,336	–	–	0.06%	218
2014 Q2	$39.8M	Hold	1,636,336	–	–	0.07%	199
2014 Q1	$37.4M	Hold	1,636,336	–	–	0.07%	200
2013 Q4	$39.8M	Hold	1,636,336	–	–	0.07%	184
2013 Q3	$33.7M	Hold	1,636,336	–	–	0.07%	199
2013 Q2	$32.2M	Buy	+1,636,336	New	+$32.5M	0.07%	190

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

TD Asset Management's KKR Position: Q1 2026 in Review

TD Asset Management increased its KKR & Co (KKR) stake by 3.5% in Q1 2026, buying an estimated $1.04M and bringing the position to 290,606 shares worth $26.9M. The position accounts for 0.02% of the portfolio, ranked #454.

TD Asset Management first reported a position in KKR in Q2 2013 and has held it in 51 quarters since. The position peaked at $133M in Q3 2019. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

TD Asset Management held 290,606 shares of KKR & Co worth $26.9M as of Q1 2026.
TD Asset Management bought 9,831 KKR & Co shares in Q1 2026, an estimated $1.04M.
KKR & Co made up 0.02% of TD Asset Management's portfolio in Q1 2026, its #454 holding.
TD Asset Management first reported a position in KKR & Co in Q2 2013 and has held it in 51 quarters since.
TD Asset Management's KKR & Co position peaked at $133M in Q3 2019.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.