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Unison Asset Management’s KKR & Co KKR Stock Holding History

Unison Asset 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
Q1 		$154K Hold
1,668
– – 0.07% 30
2025
Q4 		$213K Hold
1,668
– – 0.1% 28
2025
Q3 		$217K Hold
1,668
– – 0.1% 29
2025
Q2 		$222K Buy
+1,668
New +$195K 0.11% 28
2025
Q1 		– Sell
-1,668
Closed -$247K – 30
2024
Q4 		$247K Hold
1,668
– – 0.12% 30
2024
Q3 		$218K Buy
+1,668
New +$197K 0.1% 35

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Unison Asset Management's KKR Position: Q1 2026 in Review

Unison Asset Management held its KKR & Co (KKR) position steady in Q1 2026 at 1,668 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #30.

Unison Asset Management first reported a position in KKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $247K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Unison Asset Management held 1,668 shares of KKR & Co worth $154K as of Q1 2026.
  • Unison Asset Management left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.07% of Unison Asset Management's portfolio in Q1 2026, its #30 holding.
  • Unison Asset Management first reported a position in KKR & Co in Q3 2024 and has held it in 6 quarters since.
  • Unison Asset Management's KKR & Co position peaked at $247K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Unison Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.