Westfield Capital Management
KKR icon

Westfield Capital Management’s KKR & Co KKR Stock Holding History

Westfield Capital Management’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 		– Sell
-558,136
Closed -$51.6M – 299
2026
Q1 		$51.6M Buy
558,136
+11,637
+2% +$1.23M 0.22% 141
2025
Q4 		$69.7M Sell
546,499
-126,396
-19% -$15.7M 0.29% 118
2025
Q3 		$87.4M Buy
+672,895
New +$95.5M 0.37% 77
2014
Q3 		– Sell
-75,280
Closed -$1.83M – 313
2014
Q2 		$1.83M Hold
75,280
– – 0.01% 261
2014
Q1 		$1.72M Buy
+75,280
New +$1.82M 0.01% 260

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management's KKR Position: Q2 2026 in Review

Westfield Capital Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 558,136 shares — an estimated $51.6M sold.

Westfield Capital Management first reported a position in KKR in Q1 2014 and held it in 5 quarters. The position peaked at $87.4M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Westfield Capital Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Westfield Capital Management sold 558,136 KKR & Co shares in Q2 2026, an estimated $51.6M.
  • Westfield Capital Management first reported a position in KKR & Co in Q1 2014 and held it in 5 quarters.
  • Westfield Capital Management's KKR & Co position peaked at $87.4M in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.