Trust Company of Vermont’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $121K | Buy |
+1,316
| New | +$128K | ﹤0.01% | 453 |
|
|
2025
Q4 | $131K | Buy |
1,031
+30
| +3% | +$3.73K | 0.01% | 410 |
|
|
2025
Q3 | $130K | Buy |
1,001
+1
| +0.1% | +$142 | 0.01% | 404 |
|
|
2025
Q2 | $133K | Hold |
1,000
| – | – | 0.01% | 390 |
|
|
2025
Q1 | $116K | Sell |
1,000
-200
| -17% | -$27.5K | 0.01% | 399 |
|
|
2024
Q4 | $177K | Hold |
1,200
| – | – | 0.01% | 358 |
|
|
2024
Q3 | $157K | Hold |
1,200
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $126K | Buy |
1,200
+200
| +20% | +$20.4K | 0.01% | 364 |
|
|
2024
Q1 | $101K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2023
Q4 | $82.8K | Hold |
1,000
| – | – | 0.01% | 373 |
|
|
2023
Q3 | $61.6K | Hold |
1,000
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $56K | Hold |
1,000
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $52.5K | Hold |
1,000
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $46.4K | Hold |
1,000
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $46K | Buy |
+1,000
| New | +$52.5K | ﹤0.01% | 488 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$75K | – | 556 |
|
|
2021
Q4 | $75K | Buy |
+1,000
| New | +$73.8K | ﹤0.01% | 441 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$59K | – | 534 |
|
|
2021
Q2 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 464 |
|
|
2021
Q1 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 465 |
|
|
2020
Q4 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 486 |
|
|
2020
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 548 |
|
|
2019
Q4 | $29K | Sell |
1,000
-1,000
| -50% | -$28.5K | ﹤0.01% | 546 |
|
|
2019
Q3 | $54K | Hold |
2,000
| – | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $51K | Buy |
+2,000
| New | +$47.9K | ﹤0.01% | 476 |
|
|
2017
Q3 | – | Sell |
-22,700
| Closed | -$422K | – | 961 |
|
|
2017
Q2 | $422K | Buy |
22,700
+12,640
| +126% | +$231K | 0.04% | 235 |
|
|
2017
Q1 | $183K | Buy |
10,060
+8,841
| +725% | +$157K | 0.02% | 325 |
|
|
2016
Q4 | $19K | Buy |
+1,219
| New | +$18.4K | ﹤0.01% | 616 |
|
|
2015
Q3 | – | Sell |
-700
| Closed | -$16K | – | 802 |
|
|
2015
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 587 |
|
|
2015
Q1 | $16K | Hold |
700
| – | – | ﹤0.01% | 585 |
|
|
2014
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 589 |
|
|
2014
Q3 | $16K | Buy |
+700
| New | +$16.4K | ﹤0.01% | 588 |
|
Other funds holding KKR
RG
Trust Company of Vermont's KKR Position: Q2 2026 in Review
Trust Company of Vermont opened a new position in KKR & Co (KKR) in Q2 2026: 1,316 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in KKR as recently as Q4 2025.
Trust Company of Vermont first reported a position in KKR in Q3 2014 and has held it in 33 quarters since. The position peaked at $422K in Q2 2017. 662 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Trust Company of Vermont held 1,316 shares of KKR & Co worth $121K as of Q2 2026.
- KKR & Co was a new Trust Company of Vermont position in Q2 2026.
- KKR & Co made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #453 holding.
- Trust Company of Vermont first reported a position in KKR & Co in Q3 2014 and has held it in 33 quarters since.
- Trust Company of Vermont's KKR & Co position peaked at $422K in Q2 2017.
- 662 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.