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VELA Investment Management’s KKR & Co KKR Stock Holding History

VELA Investment 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 		– Sell
-5,000
Closed -$463K – 177
2026
Q1 		$463K Buy
+5,000
New +$527K 0.11% 151

Other funds holding KKR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

VELA Investment Management's KKR Position: Q2 2026 in Review

VELA Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 6,310 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #135.

VELA Investment Management first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2025. 513 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • VELA Investment Management held 6,310 shares of KKR & Co worth $579K as of Q2 2026.
  • VELA Investment Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.12% of VELA Investment Management's portfolio in Q2 2026, its #135 holding.
  • VELA Investment Management first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • VELA Investment Management's KKR & Co position peaked at $1.11M in Q2 2025.
  • 513 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.