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Vision Retirement’s KKR & Co KKR Stock Holding History

Vision Retirement’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 		$283K Sell
3,082
-889
-22% -$86.2K 0.07% 117
2026
Q1 		$367K Buy
3,971
+125
+3% +$13.2K 0.1% 95
2025
Q4 		$490K Buy
+3,846
New +$478K 0.13% 87

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vision Retirement's KKR Position: Q2 2026 in Review

Vision Retirement reduced its KKR & Co (KKR) stake by 22% in Q2 2026, selling an estimated $86.2K and leaving 3,082 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #117.

Vision Retirement first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $490K in Q4 2025. 1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Vision Retirement held 3,082 shares of KKR & Co worth $283K as of Q2 2026.
  • Vision Retirement sold 889 KKR & Co shares in Q2 2026, an estimated $86.2K.
  • KKR & Co made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #117 holding.
  • Vision Retirement first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's KKR & Co position peaked at $490K in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.