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

Tocqueville 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 		– Sell
-1,739
Closed -$222K – 579
2025
Q4 		$222K Sell
1,739
-129
-7% -$16K ﹤0.01% 548
2025
Q3 		$243K Buy
1,868
+268
+17% +$38K ﹤0.01% 518
2025
Q2 		$213K Sell
1,600
-260
-14% -$30.4K ﹤0.01% 518
2025
Q1 		$215K Sell
1,860
-435
-19% -$59.8K ﹤0.01% 497
2024
Q4 		$339K Hold
2,295
– – 0.01% 468
2024
Q3 		$300K Sell
2,295
-15
-0.6% -$1.77K ﹤0.01% 463
2024
Q2 		$243K Buy
+2,310
New +$235K ﹤0.01% 477
2016
Q1 		– Sell
-19,930
Closed -$311K – 897
2015
Q4 		$311K Sell
19,930
-14,000
-41% -$239K ﹤0.01% 760
2015
Q3 		$569K Sell
33,930
-3,200
-9% -$68K 0.01% 669
2015
Q2 		$848K Sell
37,130
-15,900
-30% -$365K 0.01% 598
2015
Q1 		$1.21M Buy
53,030
+2,950
+6% +$69.7K 0.01% 555
2014
Q4 		$1.16M Buy
50,080
+1,889
+4% +$41.4K 0.01% 554
2014
Q3 		$1.07M Sell
48,191
-200
-0.4% -$4.69K 0.01% 498
2014
Q2 		$1.18M Buy
48,391
+811
+2% +$18.9K 0.01% 550
2014
Q1 		$1.09M Sell
47,580
-3,130
-6% -$75.8K 0.01% 438
2013
Q4 		$1.23M Buy
50,710
+3,155
+7% +$72.6K 0.02% 425
2013
Q3 		$979K Sell
47,555
-9,495
-17% -$190K 0.01% 519
2013
Q2 		$1.12M Buy
+57,050
New +$1.13M 0.02% 482

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Tocqueville Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,739 shares — an estimated $222K sold.

Tocqueville Asset Management first reported a position in KKR in Q2 2013 and held it in 18 quarters. The position peaked at $1.23M in Q4 2013. 1,286 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Tocqueville Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Tocqueville Asset Management sold 1,739 KKR & Co shares in Q1 2026, an estimated $222K.
  • Tocqueville Asset Management first reported a position in KKR & Co in Q2 2013 and held it in 18 quarters.
  • Tocqueville Asset Management's KKR & Co position peaked at $1.23M in Q4 2013.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Tocqueville Asset Management's 13F filing for Q1 2026, filed 12 May 2026.