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
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 $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

Westfield Capital Management's KKR Position: Q1 2026 in Review

Westfield Capital Management increased its KKR & Co (KKR) stake by 2.1% in Q1 2026, buying an estimated $1.23M and bringing the position to 558,136 shares worth $51.6M. The position accounts for 0.22% of the portfolio, ranked #141.

Westfield Capital Management first reported a position in KKR in Q1 2014 and has held it in 5 quarters since. The position peaked at $87.4M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Westfield Capital Management held 558,136 shares of KKR & Co worth $51.6M as of Q1 2026.
  • Westfield Capital Management bought 11,637 KKR & Co shares in Q1 2026, an estimated $1.23M.
  • KKR & Co made up 0.22% of Westfield Capital Management's portfolio in Q1 2026, its #141 holding.
  • Westfield Capital Management first reported a position in KKR & Co in Q1 2014 and has held it in 5 quarters since.
  • Westfield Capital Management's KKR & Co position peaked at $87.4M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.