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XML Financial’s KKR & Co KKR Stock Holding History

XML Financial’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 		$548K Buy
5,975
+501
+9% +$48.6K 0.04% 271
2026
Q1 		$506K Sell
5,474
-934
-15% -$98.5K 0.04% 263
2025
Q4 		$817K Buy
6,408
+421
+7% +$52.4K 0.07% 200
2025
Q3 		$778K Buy
5,987
+330
+6% +$46.8K 0.06% 200
2025
Q2 		$753K Buy
5,657
+811
+17% +$94.9K 0.07% 200
2025
Q1 		$560K Buy
4,846
+839
+21% +$115K 0.05% 217
2024
Q4 		$593K Buy
4,007
+228
+6% +$33.5K 0.05% 212
2024
Q3 		$493K Buy
3,779
+806
+27% +$95.4K 0.05% 234
2024
Q2 		$313K Buy
2,973
+1
+0% +$102 0.03% 269
2024
Q1 		$299K Sell
2,972
-198
-6% -$18.2K 0.03% 277
2023
Q4 		$263K Buy
+3,170
New +$215K 0.03% 280
2022
Q2 		– Sell
-3,656
Closed -$214K – 281
2022
Q1 		$214K Buy
+3,656
New +$230K 0.03% 300

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

XML Financial's KKR Position: Q2 2026 in Review

XML Financial increased its KKR & Co (KKR) stake by 9.2% in Q2 2026, buying an estimated $48.6K and bringing the position to 5,975 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #271.

XML Financial first reported a position in KKR in Q1 2022 and has held it in 12 quarters since. The position peaked at $817K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • XML Financial held 5,975 shares of KKR & Co worth $548K as of Q2 2026.
  • XML Financial bought 501 KKR & Co shares in Q2 2026, an estimated $48.6K.
  • KKR & Co made up 0.04% of XML Financial's portfolio in Q2 2026, its #271 holding.
  • XML Financial first reported a position in KKR & Co in Q1 2022 and has held it in 12 quarters since.
  • XML Financial's KKR & Co position peaked at $817K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.