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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
Q2 		$153K Hold
1,668
– – 0.06% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Unison Asset Management's KKR Position: Q2 2026 in Review

Unison Asset Management held its KKR & Co (KKR) position steady in Q2 2026 at 1,668 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #30.

Unison Asset Management first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Unison Asset Management held 1,668 shares of KKR & Co worth $153K as of Q2 2026.
  • Unison Asset Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.06% of Unison Asset Management's portfolio in Q2 2026, its #30 holding.
  • Unison Asset Management first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
  • Unison Asset Management's KKR & Co position peaked at $247K in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Unison Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.