Wellington Management Group
KKR icon

Wellington Management Group’s KKR & Co KKR Stock Holding History

Wellington Management Group’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 		$1.66B Sell
17,903,185
-9,110,713
-34% -$960M 0.31% 74
2025
Q4 		$3.44B Buy
27,013,898
+2,949,378
+12% +$367M 0.6% 21
2025
Q3 		$3.13B Buy
24,064,520
+318,870
+1% +$45.3M 0.55% 30
2025
Q2 		$3.16B Buy
23,745,650
+3,766,699
+19% +$441M 0.57% 33
2025
Q1 		$2.31B Sell
19,978,951
-1,966,044
-9% -$270M 0.44% 57
2024
Q4 		$3.25B Sell
21,944,995
-1,487,832
-6% -$218M 0.59% 31
2024
Q3 		$3.06B Buy
23,432,827
+60,147
+0.3% +$7.12M 0.54% 38
2024
Q2 		$2.46B Buy
23,372,680
+1,319,439
+6% +$134M 0.44% 48
2024
Q1 		$2.22B Buy
22,053,241
+5,846,337
+36% +$538M 0.39% 59
2023
Q4 		$1.34B Buy
16,206,904
+11,134,363
+220% +$754M 0.25% 103
2023
Q3 		$312M Buy
5,072,541
+3,794,837
+297% +$230M 0.06% 281
2023
Q2 		$71.6M Buy
1,277,704
+1,008,309
+374% +$52.8M 0.01% 629
2023
Q1 		$14.1M Buy
+269,395
New +$14.5M ﹤0.01% 1013
2022
Q4 		– Sell
-289,458
Closed -$12.4M – 2054
2022
Q3 		$12.4M Sell
289,458
-482,110
-62% -$24.4M ﹤0.01% 1044
2022
Q2 		$35.7M Sell
771,568
-370,405
-32% -$19.4M 0.01% 776
2022
Q1 		$66.8M Buy
1,141,973
+580,042
+103% +$36.5M 0.01% 675
2021
Q4 		$41.9M Sell
561,931
-292,801
-34% -$21.6M 0.01% 882
2021
Q3 		$52M Buy
854,732
+53,615
+7% +$3.37M 0.01% 806
2021
Q2 		$47.5M Buy
801,117
+87,873
+12% +$4.88M 0.01% 838
2021
Q1 		$34.8M Sell
713,244
-288,618
-29% -$12.9M 0.01% 916
2020
Q4 		$40.6M Buy
1,001,862
+357,697
+56% +$13.5M 0.01% 824
2020
Q3 		$22.1M Buy
+644,165
New +$22.5M ﹤0.01% 933
2020
Q1 		– Sell
-1,105,548
Closed -$32.2M – 1987
2019
Q4 		$32.2M Buy
1,105,548
+165,157
+18% +$4.7M 0.01% 872
2019
Q3 		$25.2M Sell
940,391
-2,028,949
-68% -$53.5M 0.01% 902
2019
Q2 		$75M Sell
2,969,340
-1,104,576
-27% -$26.4M 0.02% 643
2019
Q1 		$95.7M Buy
4,073,916
+633,453
+18% +$14.4M 0.02% 553
2018
Q4 		$67.5M Sell
3,440,463
-5,616
-0.2% -$128K 0.02% 627
2018
Q3 		$94M Sell
3,446,079
-1,037,012
-23% -$27.7M 0.02% 599
2018
Q2 		$111M Sell
4,483,091
-1,055,882
-19% -$23.5M 0.02% 543
2018
Q1 		$112M Buy
5,538,973
+1,065,400
+24% +$23.7M 0.03% 542
2017
Q4 		$94.2M Sell
4,473,573
-1,741,812
-28% -$35M 0.02% 587
2017
Q3 		$126M Buy
6,215,385
+708,983
+13% +$13.5M 0.03% 482
2017
Q2 		$102M Sell
5,506,402
-1,442,322
-21% -$26.4M 0.02% 507
2017
Q1 		$127M Sell
6,948,724
-2,677,012
-28% -$47.6M 0.03% 427
2016
Q4 		$148M Sell
9,625,736
-645,468
-6% -$9.73M 0.04% 391
2016
Q3 		$146M Sell
10,271,204
-824,968
-7% -$11.7M 0.04% 381
2016
Q2 		$137M Buy
11,096,172
+1,751,448
+19% +$23.4M 0.04% 392
2016
Q1 		$137M Buy
9,344,724
+2,618,430
+39% +$35.6M 0.04% 384
2015
Q4 		$105M Buy
6,726,294
+6,214,805
+1,215% +$106M 0.03% 450
2015
Q3 		$8.58M Sell
511,489
-16,120
-3% -$343K ﹤0.01% 1220
2015
Q2 		$12.1M Buy
+527,609
New +$12.1M ﹤0.01% 1168
2014
Q4 		– Sell
-263,400
Closed -$5.87M – 2202
2014
Q3 		$5.87M Buy
+263,400
New +$6.18M ﹤0.01% 1398
2013
Q3 		– Sell
-62,200
Closed -$1.22M – 2206
2013
Q2 		$1.22M Buy
+62,200
New +$1.23M ﹤0.01% 1730

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group's KKR Position: Q1 2026 in Review

Wellington Management Group reduced its KKR & Co (KKR) stake by 34% in Q1 2026, selling an estimated $960M and leaving 17,903,185 shares worth $1.66B. The position accounts for 0.31% of the portfolio, ranked #74.

Wellington Management Group first reported a position in KKR in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.44B in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wellington Management Group held 17,903,185 shares of KKR & Co worth $1.66B as of Q1 2026.
  • Wellington Management Group sold 9,110,713 KKR & Co shares in Q1 2026, an estimated $960M.
  • KKR & Co made up 0.31% of Wellington Management Group's portfolio in Q1 2026, its #74 holding.
  • Wellington Management Group first reported a position in KKR & Co in Q2 2013 and has held it in 43 quarters since.
  • Wellington Management Group's KKR & Co position peaked at $3.44B in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.