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 Q2	$211K	Buy	+2,297	New	+$223K	0.01%	540
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waterloo Capital's KKR Position: Q2 2026 in Review

Waterloo Capital opened a new position in KKR & Co (KKR) in Q2 2026: 2,297 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in KKR as recently as Q4 2025.

Waterloo Capital first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $299K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Waterloo Capital held 2,297 shares of KKR & Co worth $211K as of Q2 2026.
KKR & Co was a new Waterloo Capital position in Q2 2026.
KKR & Co made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #540 holding.
Waterloo Capital first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
Waterloo Capital's KKR & Co position peaked at $299K in Q3 2025.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.