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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vontobel Holding's KKR Position: Q1 2026 in Review

Vontobel Holding increased its KKR & Co (KKR) stake by 11% in Q1 2026, buying an estimated $357K and bringing the position to 33,371 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #453.

Vontobel Holding first reported a position in KKR in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.73M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Vontobel Holding held 33,371 shares of KKR & Co worth $3.09M as of Q1 2026.
  • Vontobel Holding bought 3,390 KKR & Co shares in Q1 2026, an estimated $357K.
  • KKR & Co made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #453 holding.
  • Vontobel Holding first reported a position in KKR & Co in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's KKR & Co position peaked at $6.73M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.