Yorktown Management & Research Company’s KKR & Co KKR Stock Holding History

Yorktown Management & Research 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	$661K	Hold	7,200	–	–	0.4%	78
2026 Q1	$666K	Hold	7,200	–	–	0.56%	48
2025 Q4	$918K	Hold	7,200	–	–	0.73%	26
2025 Q3	$936K	Hold	7,200	–	–	0.75%	26
2025 Q2	$958K	Hold	7,200	–	–	0.91%	15
2025 Q1	$832K	Hold	7,200	–	–	0.9%	14
2024 Q4	$1.06M	Hold	7,200	–	–	1.02%	9
2024 Q3	$940K	Sell	7,200 -2,500	-26%	-$296K	0.96%	11
2024 Q2	$1.02M	Hold	9,700	–	–	1.1%	8
2024 Q1	$976K	Hold	9,700	–	–	0.93%	9
2023 Q4	$804K	Hold	9,700	–	–	0.84%	19
2023 Q3	$598K	Hold	9,700	–	–	0.67%	34
2023 Q2	$543K	Hold	9,700	–	–	0.58%	57
2023 Q1	$509K	Hold	9,700	–	–	0.55%	64
2022 Q4	$450K	Hold	9,700	–	–	0.55%	62
2022 Q3	$417K	Sell	9,700 -3,160	-25%	-$160K	0.54%	72
2022 Q2	$595K	Buy	12,860 +3,160	+33%	+$166K	0.77%	28
2022 Q1	$567K	Hold	9,700	–	–	0.48%	71
2021 Q4	$723K	Hold	9,700	–	–	0.49%	51
2021 Q3	$591K	Hold	9,700	–	–	0.44%	68
2021 Q2	$575K	Hold	9,700	–	–	0.45%	61
2021 Q1	$474K	Hold	9,700	–	–	0.39%	82
2020 Q4	$393K	Hold	9,700	–	–	0.35%	137
2020 Q3	$333K	Hold	9,700	–	–	0.31%	165
2020 Q2	$300K	Hold	9,700	–	–	0.27%	187
2020 Q1	$228K	Buy	+9,700	New	+$279K	0.23%	190
2017 Q4	–	Sell	-12,000	Closed	-$244K	–	390
2017 Q3	$244K	Buy	+12,000	New	+$228K	0.06%	326

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Yorktown Management & Research Company's KKR Position: Q2 2026 in Review

Yorktown Management & Research Company held its KKR & Co (KKR) position steady in Q2 2026 at 7,200 shares worth $661K. The position accounts for 0.4% of the portfolio, ranked #78.

Yorktown Management & Research Company first reported a position in KKR in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.06M in Q4 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Yorktown Management & Research Company held 7,200 shares of KKR & Co worth $661K as of Q2 2026.
Yorktown Management & Research Company left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.4% of Yorktown Management & Research Company's portfolio in Q2 2026, its #78 holding.
Yorktown Management & Research Company first reported a position in KKR & Co in Q3 2017 and has held it in 27 quarters since.
Yorktown Management & Research Company's KKR & Co position peaked at $1.06M in Q4 2024.
690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.