Westside Investment Management’s KKR & Co KKR Stock Holding History

Westside Investment 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	-63	Closed	-$5.75K	–	1480
2026 Q1	$5.75K	Hold	63	–	–	﹤0.01%	1232
2025 Q4	$8.12K	Hold	63	–	–	﹤0.01%	1138
2025 Q3	$8.03K	Hold	63	–	–	﹤0.01%	1162
2025 Q2	$8.34K	Buy	63 +45	+250%	+$5.27K	﹤0.01%	1010
2025 Q1	$2.12K	Hold	18	–	–	﹤0.01%	891
2024 Q4	$2.66K	Hold	18	–	–	﹤0.01%	867
2024 Q3	$2.15K	Hold	18	–	–	﹤0.01%	897
2024 Q2	$1.89K	Buy	+18	New	+$1.83K	﹤0.01%	895
2019 Q2	$50K	Buy	+2,000	New	+$47.9K	0.02%	295
2018 Q4	$39.3K	Buy	+2,000	New	+$45.7K	0.01%	317
2017 Q4	–	Sell	-3,300	Closed	-$66.7K	–	858
2017 Q3	$66.7K	Hold	3,300	–	–	0.04%	245
2017 Q2	$62.2K	Hold	3,300	–	–	0.04%	245
2017 Q1	$58.3K	Buy	3,300 +500	+18%	+$8.88K	0.03%	245
2016 Q4	$48.3K	Buy	+2,800	New	+$42.2K	0.03%	188

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

Westside Investment Management's KKR Position: Q2 2026 in Review

Westside Investment Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 63 shares — an estimated $5.75K sold.

Westside Investment Management first reported a position in KKR in Q4 2016 and held it in 14 quarters. The position peaked at $66.7K in Q3 2017. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Westside Investment Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 63 KKR & Co shares in Q2 2026, an estimated $5.75K.
Westside Investment Management first reported a position in KKR & Co in Q4 2016 and held it in 14 quarters.
Westside Investment Management's KKR & Co position peaked at $66.7K in Q3 2017.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.