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Zuckerman Investment Group’s KKR & Co KKR Stock Holding History

Zuckerman Investment Group’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
Q1 		$28.6M Buy
309,041
+82,271
+36% +$8.67M 2.68% 9
2025
Q4 		$28.9M Buy
226,770
+7,812
+4% +$972K 2.58% 9
2025
Q3 		$28.5M Sell
218,958
-9,843
-4% -$1.4M 2.63% 8
2025
Q2 		$30.4M Buy
228,801
+36,330
+19% +$4.25M 2.95% 5
2025
Q1 		$22.3M Sell
192,471
-4,834
-2% -$665K 2.39% 14
2024
Q4 		$32.2M Sell
197,305
-5,253
-3% -$771K 3.09% 5
2024
Q3 		$26.5M Sell
202,558
-15
-0% -$1.77K 2.72% 11
2024
Q2 		$21.3M Buy
202,573
+6
+0% +$611 2.47% 12
2024
Q1 		$20.4M Sell
202,567
-2,388
-1% -$220K 2.31% 13
2023
Q4 		$17M Sell
204,955
-9,073
-4% -$614K 2.19% 15
2023
Q3 		$13.2M Buy
214,028
+1,050
+0.5% +$63.8K 1.89% 25
2023
Q2 		$11.9M Sell
212,978
-724
-0.3% -$37.9K 1.71% 25
2023
Q1 		$11.2M Buy
213,702
+2,021
+1% +$108K 1.7% 26
2022
Q4 		$9.83M Buy
211,681
+2,117
+1% +$103K 1.55% 27
2022
Q3 		$9.01M Buy
209,564
+57,501
+38% +$2.91M 1.69% 27
2022
Q2 		$7.04M Buy
+152,063
New +$7.98M 1.28% 33
2015
Q2 		– Sell
-798,121
Closed -$18.2M – 47
2015
Q1 		$18.2M Sell
798,121
-40,325
-5% -$952K 3.87% 10
2014
Q4 		$19.5M Buy
838,446
+200,988
+32% +$4.4M 4.11% 9
2014
Q3 		$14.2M Buy
637,458
+66,090
+12% +$1.55M 2.96% 16
2014
Q2 		$13.9M Buy
571,368
+293,129
+105% +$6.83M 3% 16
2014
Q1 		$6.36M Sell
278,239
-194,735
-41% -$4.71M 1.51% 23
2013
Q4 		$11.5M Sell
472,974
-87,130
-16% -$2M 2.71% 16
2013
Q3 		$11.5M Buy
560,104
+5,660
+1% +$113K 2.89% 14
2013
Q2 		$10.9M Buy
+554,444
New +$11M 2.84% 14

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zuckerman Investment Group's KKR Position: Q1 2026 in Review

Zuckerman Investment Group increased its KKR & Co (KKR) stake by 36% in Q1 2026, buying an estimated $8.67M and bringing the position to 309,041 shares worth $28.6M. The position accounts for 2.68% of the portfolio, ranked #9.

Zuckerman Investment Group first reported a position in KKR in Q2 2013 and has held it in 24 quarters since. The position peaked at $32.2M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Zuckerman Investment Group held 309,041 shares of KKR & Co worth $28.6M as of Q1 2026.
  • Zuckerman Investment Group bought 82,271 KKR & Co shares in Q1 2026, an estimated $8.67M.
  • KKR & Co made up 2.68% of Zuckerman Investment Group's portfolio in Q1 2026, its #9 holding.
  • Zuckerman Investment Group first reported a position in KKR & Co in Q2 2013 and has held it in 24 quarters since.
  • Zuckerman Investment Group's KKR & Co position peaked at $32.2M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.