Tower Trust & Investment Company’s KKR & Co KKR Stock Holding History

Tower Trust & Investment Company’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	$669K	Sell	7,285 -2,547	-26%	-$247K	0.41%	58
2026 Q1	$909K	Buy	9,832 +160	+2%	+$16.9K	0.6%	43
2025 Q4	$1.23M	Buy	9,672 +2,432	+34%	+$303K	0.78%	31
2025 Q3	$941K	Buy	7,240 +6,240	+624%	+$886K	0.63%	39
2025 Q2	$133K	Hold	1,000	–	–	0.09%	100
2025 Q1	$114K	Buy	+1,000	New	+$138K	0.09%	98

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Tower Trust & Investment Company's KKR Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $247K and leaving 7,285 shares worth $669K. The position accounts for 0.41% of the portfolio, ranked #58.

Tower Trust & Investment Company first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Tower Trust & Investment Company held 7,285 shares of KKR & Co worth $669K as of Q2 2026.
Tower Trust & Investment Company sold 2,547 KKR & Co shares in Q2 2026, an estimated $247K.
KKR & Co made up 0.41% of Tower Trust & Investment Company's portfolio in Q2 2026, its #58 holding.
Tower Trust & Investment Company first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's KKR & Co position peaked at $1.23M in Q4 2025.
493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.