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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Westwood Holdings Group's KKR Position: Q1 2026 in Review

Westwood Holdings Group reduced its KKR & Co (KKR) stake by 5.2% in Q1 2026, selling an estimated $2.02M and leaving 349,477 shares worth $32.3M. The position accounts for 0.24% of the portfolio, ranked #149.

Westwood Holdings Group first reported a position in KKR in Q4 2020 and has held it in 5 quarters since. The position peaked at $59.7M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Westwood Holdings Group held 349,477 shares of KKR & Co worth $32.3M as of Q1 2026.
Westwood Holdings Group sold 19,179 KKR & Co shares in Q1 2026, an estimated $2.02M.
KKR & Co made up 0.24% of Westwood Holdings Group's portfolio in Q1 2026, its #149 holding.
Westwood Holdings Group first reported a position in KKR & Co in Q4 2020 and has held it in 5 quarters since.
Westwood Holdings Group's KKR & Co position peaked at $59.7M in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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