Westwood Holdings Group’s KKR & Co KKR Stock Holding History

Westwood Holdings 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 Q2	$1.88M	Sell	20,512 -328,965	-94%	-$31.9M	0.01%	327
2026 Q1	$32.3M	Sell	349,477 -19,179	-5%	-$2.02M	0.24%	149
2025 Q4	$47M	Sell	368,656 -90,766	-20%	-$11.3M	0.38%	104
2025 Q3	$59.7M	Buy	+459,422	New	+$65.2M	0.43%	99
2022 Q1	–	Sell	-3,196	Closed	-$238K	–	471
2021 Q4	$238K	Buy	+3,196	New	+$236K	﹤0.01%	425
2021 Q1	–	Sell	-18,387	Closed	-$745K	–	471
2020 Q4	$745K	Buy	+18,387	New	+$695K	0.01%	351

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 $3.38T AUM 44.17% 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

Westwood Holdings Group's KKR Position: Q2 2026 in Review

Westwood Holdings Group reduced its KKR & Co (KKR) stake by 94% in Q2 2026, selling an estimated $31.9M and leaving 20,512 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #327.

Westwood Holdings Group first reported a position in KKR in Q4 2020 and has held it in 6 quarters since. The position peaked at $59.7M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Westwood Holdings Group held 20,512 shares of KKR & Co worth $1.88M as of Q2 2026.
Westwood Holdings Group sold 328,965 KKR & Co shares in Q2 2026, an estimated $31.9M.
KKR & Co made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #327 holding.
Westwood Holdings Group first reported a position in KKR & Co in Q4 2020 and has held it in 6 quarters since.
Westwood Holdings Group's KKR & Co position peaked at $59.7M in Q3 2025.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.