Truvestments Capital’s KKR & Co KKR Stock Holding History

Truvestments Capital’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	$28.5K	Hold	310	–	–	﹤0.01%	633
2026 Q1	$28.7K	Hold	310	–	–	0.01%	578
2025 Q4	$39.5K	Hold	310	–	–	0.01%	487
2025 Q3	$40.3K	Hold	310	–	–	0.01%	476
2025 Q2	$41.2K	Hold	310	–	–	0.01%	427
2025 Q1	$35.8K	Sell	310 -34	-10%	-$4.68K	0.01%	458
2024 Q4	$50.9K	Buy	344 +34	+11%	+$4.99K	0.01%	367
2024 Q3	$40.5K	Buy	+310	New	+$36.7K	0.01%	388
2019 Q4	–	Sell	-900	Closed	-$24K	–	374
2019 Q3	$24K	Hold	900	–	–	0.02%	380
2019 Q2	$23K	Sell	900 -1,200	-57%	-$28.7K	0.02%	399
2019 Q1	$49K	Buy	+2,100	New	+$47.8K	0.04%	273
2018 Q3	$78K	Buy	+2,852	New	+$76.2K	0.04%	297

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

Truvestments Capital's KKR Position: Q2 2026 in Review

Truvestments Capital held its KKR & Co (KKR) position steady in Q2 2026 at 310 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Truvestments Capital first reported a position in KKR in Q3 2018 and has held it in 12 quarters since. The position peaked at $78K in Q3 2018. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Truvestments Capital held 310 shares of KKR & Co worth $28.5K as of Q2 2026.
Truvestments Capital left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #633 holding.
Truvestments Capital first reported a position in KKR & Co in Q3 2018 and has held it in 12 quarters since.
Truvestments Capital's KKR & Co position peaked at $78K in Q3 2018.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.