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Waterloo Capital’s KKR & Co KKR Stock Holding History

Waterloo Capital’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
-2,312
Closed -$295K – 504
2025
Q4 		$295K Buy
2,312
+9
+0.4% +$1.12K 0.02% 375
2025
Q3 		$299K Buy
2,303
+128
+6% +$18.2K 0.02% 361
2025
Q2 		$289K Buy
+2,175
New +$255K 0.02% 361
2025
Q1 		– Sell
-1,419
Closed -$210K – 405
2024
Q4 		$210K Buy
+1,419
New +$208K 0.02% 347

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

Waterloo Capital's KKR Position: Q1 2026 in Review

Waterloo Capital sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,312 shares — an estimated $295K sold.

Waterloo Capital first reported a position in KKR in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Waterloo Capital reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 2,312 KKR & Co shares in Q1 2026, an estimated $295K.
  • Waterloo Capital first reported a position in KKR & Co in Q4 2024 and held it in 4 quarters.
  • Waterloo Capital's KKR & Co position peaked at $299K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.