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Trust Company of Toledo’s KKR & Co KKR Stock Holding History

Trust Company of Toledo’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 		$827K Sell
9,008
-110
-1% -$10.7K 0.07% 194
2026
Q1 		$843K Buy
9,118
+825
+10% +$87K 0.08% 190
2025
Q4 		$1.06M Buy
8,293
+2,281
+38% +$284K 0.1% 164
2025
Q3 		$781K Buy
6,012
+1,025
+21% +$145K 0.08% 183
2025
Q2 		$663K Buy
+4,987
New +$584K 0.07% 187
2025
Q1 		– Sell
-1,522
Closed -$225K – 243
2024
Q4 		$225K Buy
+1,522
New +$223K 0.03% 222

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Trust Company of Toledo's KKR Position: Q2 2026 in Review

Trust Company of Toledo reduced its KKR & Co (KKR) stake by 1.2% in Q2 2026, selling an estimated $10.7K and leaving 9,008 shares worth $827K. The position accounts for 0.07% of the portfolio, ranked #194.

Trust Company of Toledo first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 587 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Trust Company of Toledo held 9,008 shares of KKR & Co worth $827K as of Q2 2026.
  • Trust Company of Toledo sold 110 KKR & Co shares in Q2 2026, an estimated $10.7K.
  • KKR & Co made up 0.07% of Trust Company of Toledo's portfolio in Q2 2026, its #194 holding.
  • Trust Company of Toledo first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Trust Company of Toledo's KKR & Co position peaked at $1.06M in Q4 2025.
  • 587 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.