Trustmark National Bank Trust Department’s KKR & Co KKR Stock Holding History

Trustmark National Bank Trust Department’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	-2,495	Closed	-$318K	–	276
2025 Q4	$318K	Hold	2,495	–	–	0.02%	244
2025 Q3	$324K	Sell	2,495 -5	-0.2%	-$710	0.02%	239
2025 Q2	$333K	Hold	2,500	–	–	0.02%	233
2025 Q1	$289K	Hold	2,500	–	–	0.02%	252
2024 Q4	$370K	Sell	2,500 -500	-17%	-$73.4K	0.03%	224
2024 Q3	$392K	Sell	3,000 -26	-0.9%	-$3.08K	0.03%	227
2024 Q2	$318K	Buy	3,026 +14	+0.5%	+$1.43K	0.03%	232
2024 Q1	$303K	Buy	+3,012	New	+$277K	0.02%	237
2014 Q2	–	Sell	-10,990	Closed	-$251K	–	350
2014 Q1	$251K	Sell	10,990 -300	-3%	-$7.26K	0.03%	311
2013 Q4	$274K	Hold	11,290	–	–	0.03%	296
2013 Q3	$233K	Buy	+11,290	New	+$226K	0.03%	296

Other funds holding KKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trustmark National Bank Trust Department's KKR Position: Q1 2026 in Review

Trustmark National Bank Trust Department sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,495 shares — an estimated $318K sold.

Trustmark National Bank Trust Department first reported a position in KKR in Q3 2013 and held it in 11 quarters. The position peaked at $392K in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Trustmark National Bank Trust Department reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,495 KKR & Co shares in Q1 2026, an estimated $318K.
Trustmark National Bank Trust Department first reported a position in KKR & Co in Q3 2013 and held it in 11 quarters.
Trustmark National Bank Trust Department's KKR & Co position peaked at $392K in Q3 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.