Vontobel Holding
KKR icon

Vontobel Holding’s KKR & Co KKR Stock Holding History

Vontobel Holding’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
-600
Closed -$76.5K – 1360
2025
Q4 		$76.5K Hold
600
– – ﹤0.01% 1383
2025
Q3 		$78K Hold
600
– – ﹤0.01% 1302
2025
Q2 		$79.8K Buy
+600
New +$70.2K ﹤0.01% 1218

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
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

Vontobel Holding's KKR Position: Q2 2026 in Review

Vontobel Holding increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $358K and bringing the position to 37,060 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #532.

Vontobel Holding first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.73M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Vontobel Holding held 37,060 shares of KKR & Co worth $3.4M as of Q2 2026.
  • Vontobel Holding bought 3,689 KKR & Co shares in Q2 2026, an estimated $358K.
  • KKR & Co made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #532 holding.
  • Vontobel Holding first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's KKR & Co position peaked at $6.73M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.