Stonebridge Financial Group, LLC/CA’s KKR & Co KKR Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$600K	Buy	+6,544	New	+$635K	0.08%	151

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stonebridge Financial Group, LLC/CA's KKR Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in KKR & Co (KKR) in Q2 2026: 6,544 shares worth $600K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

1,007 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 6,544 shares of KKR & Co worth $600K as of Q2 2026.
KKR & Co was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
KKR & Co made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #151 holding.
1,007 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.