Welch & Forbes’s KKR & Co KKR Stock Holding History

Welch & Forbes’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	$420K	Sell	4,581 -1,200	-21%	-$116K	0.01%	308
2026 Q1	$535K	Hold	5,781	–	–	0.01%	267
2025 Q4	$737K	Hold	5,781	–	–	0.01%	248
2025 Q3	$751K	Hold	5,781	–	–	0.01%	249
2025 Q2	$769K	Sell	5,781 -61	-1%	-$7.14K	0.01%	244
2025 Q1	$675K	Sell	5,842 -447	-7%	-$61.5K	0.01%	252
2024 Q4	$930K	Buy	6,289 +39	+0.6%	+$5.72K	0.01%	232
2024 Q3	$816K	Hold	6,250	–	–	0.01%	244
2024 Q2	$660K	Sell	6,250 -25	-0.4%	-$2.54K	0.01%	256
2024 Q1	$631K	Sell	6,275 -275	-4%	-$25.3K	0.01%	264
2023 Q4	$543K	Hold	6,550	–	–	0.01%	273
2023 Q3	$403K	Hold	6,550	–	–	0.01%	302
2023 Q2	$367K	Hold	6,550	–	–	0.01%	309
2023 Q1	$344K	Sell	6,550 -3,214	-33%	-$172K	0.01%	313
2022 Q4	$453K	Hold	9,764	–	–	0.01%	294
2022 Q3	$420K	Sell	9,764 -6,131	-39%	-$310K	0.01%	292
2022 Q2	$736K	Hold	15,895	–	–	0.01%	254
2022 Q1	$929K	Hold	15,895	–	–	0.01%	237
2021 Q4	$1.18M	Sell	15,895 -4,105	-21%	-$303K	0.02%	220
2021 Q3	$1.22M	Hold	20,000	–	–	0.02%	213
2021 Q2	$1.19M	Buy	+20,000	New	+$1.11M	0.02%	213

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 $3.37T AUM 44.26% 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

Welch & Forbes's KKR Position: Q2 2026 in Review

Welch & Forbes reduced its KKR & Co (KKR) stake by 21% in Q2 2026, selling an estimated $116K and leaving 4,581 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #308.

Welch & Forbes first reported a position in KKR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.22M in Q3 2021. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Welch & Forbes held 4,581 shares of KKR & Co worth $420K as of Q2 2026.
Welch & Forbes sold 1,200 KKR & Co shares in Q2 2026, an estimated $116K.
KKR & Co made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #308 holding.
Welch & Forbes first reported a position in KKR & Co in Q2 2021 and has held it in 21 quarters since.
Welch & Forbes's KKR & Co position peaked at $1.22M in Q3 2021.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.