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BOLTON SECURITIES CORPORATION’s KKR & Co KKR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$75.9K Hold
831
– – ﹤0.01% 1197
2026
Q2 		$76.3K Buy
831
+6
+0.7% +$582 ﹤0.01% 1185
2026
Q1 		$76.3K Buy
+825
New +$87K ﹤0.01% 1122
2025
Q3 		$1.56K Buy
+12
New +$1.7K ﹤0.01% 1848
2025
Q1 		$44K Buy
+381
New +$52.4K ﹤0.01% 1084

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KKR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its KKR & Co (KKR) position steady in Q3 2026 at 831 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

BOLTON SECURITIES CORPORATION first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $76.3K in Q1 2026. 880 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 831 shares of KKR & Co worth $75.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its KKR & Co share count unchanged in Q3 2026.
  • KKR & Co made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1197 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's KKR & Co position peaked at $76.3K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.