ZIG
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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
Q2 		$35.7M Buy
389,370
+80,329
+26% +$7.79M 3.02% 5
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 $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

Zuckerman Investment Group's KKR Position: Q2 2026 in Review

Zuckerman Investment Group increased its KKR & Co (KKR) stake by 26% in Q2 2026, buying an estimated $7.79M and bringing the position to 389,370 shares worth $35.7M. The position accounts for 3.02% of the portfolio, ranked #5.

Zuckerman Investment Group first reported a position in KKR in Q2 2013 and has held it in 25 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Zuckerman Investment Group held 389,370 shares of KKR & Co worth $35.7M as of Q2 2026.
  • Zuckerman Investment Group bought 80,329 KKR & Co shares in Q2 2026, an estimated $7.79M.
  • KKR & Co made up 3.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #5 holding.
  • Zuckerman Investment Group first reported a position in KKR & Co in Q2 2013 and has held it in 25 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.