ZF
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Zhang Financial’s KKR & Co KKR Stock Holding History

Zhang 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 		$1.17M Sell
12,740
-2,095
-14% -$203K 0.03% 183
2026
Q1 		$1.37M Sell
14,835
-1,378
-8% -$145K 0.05% 160
2025
Q4 		$2.07M Buy
16,213
+258
+2% +$32.1K 0.08% 122
2025
Q3 		$2.07M Buy
15,955
+215
+1% +$30.5K 0.08% 118
2025
Q2 		$2.09M Buy
15,740
+408
+3% +$47.8K 0.1% 108
2025
Q1 		$1.77M Buy
15,332
+2,779
+22% +$382K 0.09% 114
2024
Q4 		$1.86M Buy
12,553
+1,936
+18% +$284K 0.11% 101
2024
Q3 		$1.39M Buy
10,617
+2
+0% +$237 0.09% 123
2024
Q2 		$1.12M Buy
10,615
+711
+7% +$72.4K 0.08% 130
2024
Q1 		$996K Sell
9,904
-761
-7% -$70K 0.07% 143
2023
Q4 		$884K Sell
10,665
-190
-2% -$12.9K 0.08% 138
2023
Q3 		$669K Sell
10,855
-313
-3% -$19K 0.07% 140
2023
Q2 		$625K Sell
11,168
-150
-1% -$7.86K 0.06% 144
2023
Q1 		$594K Sell
11,318
-707
-6% -$37.9K 0.07% 141
2022
Q4 		$558K Buy
12,025
+149
+1% +$7.26K 0.07% 141
2022
Q3 		$511K Buy
11,876
+1,290
+12% +$65.2K 0.08% 132
2022
Q2 		$490K Buy
10,586
+345
+3% +$18.1K 0.08% 135
2022
Q1 		$599K Buy
10,241
+4,893
+91% +$308K 0.1% 118
2021
Q4 		$398K Buy
+5,348
New +$395K 0.07% 142

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 $3.37T AUM 44.26% 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

Zhang Financial's KKR Position: Q2 2026 in Review

Zhang Financial reduced its KKR & Co (KKR) stake by 14% in Q2 2026, selling an estimated $203K and leaving 12,740 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #183.

Zhang Financial first reported a position in KKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Zhang Financial held 12,740 shares of KKR & Co worth $1.17M as of Q2 2026.
  • Zhang Financial sold 2,095 KKR & Co shares in Q2 2026, an estimated $203K.
  • KKR & Co made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #183 holding.
  • Zhang Financial first reported a position in KKR & Co in Q4 2021 and has held it in 19 quarters since.
  • Zhang Financial's KKR & Co position peaked at $2.09M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.