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WhitTier Trust Company’s KKR & Co KKR Stock Holding History

WhitTier Trust Company’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 		$14.5M Sell
152,294
-1,105
-0.7% -$107K 0.27% 82
2026
Q1 		$14M Buy
153,399
+70,954
+86% +$7.48M 0.29% 78
2025
Q4 		$11.2M Buy
82,445
+23,042
+39% +$2.87M 0.23% 90
2025
Q3 		$7.58M Buy
59,403
+3,166
+6% +$449K 0.16% 119
2025
Q2 		$7.48M Buy
56,237
+1,593
+3% +$186K 0.17% 117
2025
Q1 		$6.32M Buy
54,644
+1,596
+3% +$220K 0.16% 128
2024
Q4 		$7.85M Buy
53,048
+3,218
+6% +$472K 0.19% 103
2024
Q3 		$6.51M Buy
49,830
+47,975
+2,586% +$5.68M 0.17% 120
2024
Q2 		$195K Buy
1,855
+755
+69% +$76.9K 0.01% 462
2024
Q1 		$111K Hold
1,100
– – ﹤0.01% 541
2023
Q4 		$91.1K Hold
1,100
– – ﹤0.01% 578
2023
Q3 		$67.8K Hold
1,100
– – ﹤0.01% 595
2023
Q2 		$61.6K Hold
1,100
– – ﹤0.01% 634
2023
Q1 		$57.8K Hold
1,100
– – ﹤0.01% 635
2022
Q4 		$51.1K Hold
1,100
– – ﹤0.01% 667
2022
Q3 		$47K Hold
1,100
– – ﹤0.01% 675
2022
Q2 		$51K Hold
1,100
– – ﹤0.01% 668
2022
Q1 		$64K Hold
1,100
– – ﹤0.01% 630
2021
Q4 		$82K Hold
1,100
– – ﹤0.01% 597
2021
Q3 		$67K Hold
1,100
– – ﹤0.01% 626
2021
Q2 		$65K Hold
1,100
– – ﹤0.01% 616
2021
Q1 		$54K Hold
1,100
– – ﹤0.01% 629
2020
Q4 		$45K Hold
1,100
– – ﹤0.01% 635
2020
Q3 		$38K Hold
1,100
– – ﹤0.01% 648
2020
Q2 		$34K Hold
1,100
– – ﹤0.01% 639
2020
Q1 		$26K Hold
1,100
– – ﹤0.01% 662
2019
Q4 		$32K Hold
1,100
– – ﹤0.01% 671
2019
Q3 		$30K Buy
+1,100
New +$29K ﹤0.01% 682

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

WhitTier Trust Company's KKR Position: Q2 2026 in Review

WhitTier Trust Company reduced its KKR & Co (KKR) stake by 0.72% in Q2 2026, selling an estimated $107K and leaving 152,294 shares worth $14.5M. The position accounts for 0.27% of the portfolio, ranked #82.

WhitTier Trust Company first reported a position in KKR in Q3 2019 and has held it in 28 quarters since. 466 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • WhitTier Trust Company held 152,294 shares of KKR & Co worth $14.5M as of Q2 2026.
  • WhitTier Trust Company sold 1,105 KKR & Co shares in Q2 2026, an estimated $107K.
  • KKR & Co made up 0.27% of WhitTier Trust Company's portfolio in Q2 2026, its #82 holding.
  • WhitTier Trust Company first reported a position in KKR & Co in Q3 2019 and has held it in 28 quarters since.
  • 466 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.