Triumph Capital Management’s KKR & Co KKR Stock Holding History

Triumph Capital 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 Q2	$1.74K	Hold	19	–	–	﹤0.01%	1588
2026 Q1	$1.76K	Buy	19 +15	+375%	+$1.58K	﹤0.01%	1552
2025 Q4	$510	Buy	+4	New	+$498	﹤0.01%	1641
2025 Q2	–	Sell	-7,370	Closed	-$852K	–	301
2025 Q1	$852K	Buy	7,370 +3,770	+105%	+$519K	0.28%	88
2024 Q4	$532K	Sell	3,600 -3,400	-49%	-$499K	0.18%	145
2024 Q3	$914K	Buy	+7,000	New	+$828K	0.33%	68
2023 Q3	–	Sell	-12,015	Closed	-$673K	–	238
2023 Q2	$673K	Buy	+12,015	New	+$629K	0.31%	73

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triumph Capital Management's KKR Position: Q2 2026 in Review

Triumph Capital Management held its KKR & Co (KKR) position steady in Q2 2026 at 19 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Triumph Capital Management first reported a position in KKR in Q2 2023 and has held it in 7 quarters since. The position peaked at $914K in Q3 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Triumph Capital Management held 19 shares of KKR & Co worth $1.74K as of Q2 2026.
Triumph Capital Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1588 holding.
Triumph Capital Management first reported a position in KKR & Co in Q2 2023 and has held it in 7 quarters since.
Triumph Capital Management's KKR & Co position peaked at $914K in Q3 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.