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Virtue Capital Management’s KKR & Co KKR Stock Holding History

Virtue Capital 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 		– Sell
-2,931
Closed -$378K – 347
2025
Q4 		$378K Sell
2,931
-51,411
-95% -$6.39M 0.06% 207
2025
Q3 		$572K Buy
54,342
+50,671
+1,380% +$7.19M 0.09% 159
2025
Q2 		$488K Sell
3,671
-306
-8% -$35.8K 0.09% 156
2025
Q1 		$459K Sell
3,977
-8,341
-68% -$1.15M 0.05% 275
2024
Q4 		$1.82M Sell
12,318
-32
-0.3% -$4.7K 0.37% 48
2024
Q3 		$1.61M Buy
12,350
+337
+3% +$39.9K 0.32% 52
2024
Q2 		$1.42M Buy
12,013
+442
+4% +$45K 0.24% 73
2024
Q1 		$1.14M Buy
11,571
+2,280
+25% +$210K 0.2% 93
2023
Q4 		$756K Buy
+9,291
New +$629K 0.15% 123
2020
Q3 		– Sell
-6,746
Closed -$208K – 252
2020
Q2 		$208K Buy
+6,746
New +$181K 0.05% 222
2018
Q2 		– Sell
-292
Closed -$6K – 344
2018
Q1 		$6K Buy
+292
New +$6.49K ﹤0.01% 423

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Virtue Capital Management's KKR Position: Q1 2026 in Review

Virtue Capital Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,931 shares — an estimated $378K sold.

Virtue Capital Management first reported a position in KKR in Q1 2018 and held it in 11 quarters. The position peaked at $1.82M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Virtue Capital Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Virtue Capital Management sold 2,931 KKR & Co shares in Q1 2026, an estimated $378K.
  • Virtue Capital Management first reported a position in KKR & Co in Q1 2018 and held it in 11 quarters.
  • Virtue Capital Management's KKR & Co position peaked at $1.82M in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.