Chuck Akre
Akre Capital Management
Chuck Akre KKR & Co Inc stake
total: 85
Akre Capital Management KKR trades
- Total transactions:
- 29
- New positions:
- 1
- Added:
- 15
- Reduced:
- 13
- Held since:
- 2018 Q1
- Held for:
- 33 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Chuck Akre holds 6,718,078 KKR & Co Inc (KKR) shares with a market value of roughly $621.42M accounting for 10.16% of the overall portfolio. To date, the estimated cost basis is nearly $27.63 for "buy" trades and estimated average "sell" price is $113.27. Akre Capital Management first purchased KKR in 2018 Q1, initially acquiring about 4.80M shares. Since the initial investment in KKR & Co Inc (KKR), Akre Capital Management has made 28 more transactions.
When did Chuck Akre buy KKR & Co Inc (KKR)?
Chuck Akre first invested in KKR & Co Inc (KKR) in 2018 Q1 at the reported quarter-end price of $20.30 per share.
What's the cost basis of Akre Capital Management's KKR stake?
The estimated cost basis for KKR & Co Inc (KKR) stake is around $27.63 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $27.63
- Weighted AVG sell price:
- $113.27
Chuck Akre's historical trades in KKR & Co Inc
29 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
10.16%
|
6,718,078
|
$92.50
|
$621,422,174
|
-17.12% (-1,387,971)
|
-1.41%
|
|
2025 Q4
|
11.33%
|
8,106,049
|
$127.48
|
$1,033,359,070
|
-6.97% (-607,215)
|
-0.77%
|
|
2025 Q3
|
11.29%
|
8,713,264
|
$129.95
|
$1,132,288,599
|
-1.52% (-134,300)
|
-0.17%
|
|
2025 Q1
|
9.83%
|
8,847,564
|
$115.61
|
$1,022,866,823
|
-13.96% (-1,436,000)
|
-1.44%
|
|
2024 Q4
|
13.16%
|
10,283,564
|
$147.91
|
$1,521,041,886
|
-9.74% (-1,110,272)
|
-1.37%
|
|
2024 Q3
|
12.38%
|
11,393,836
|
$130.58
|
$1,487,807,047
|
-16.77% (-2,295,980)
|
-2.64%
|
|
2024 Q2
|
12.68%
|
13,689,816
|
$105.24
|
$1,440,716,189
|
-8.00% (-1,189,735)
|
-1.04%
|
|
2024 Q1
|
12.38%
|
14,879,551
|
$100.58
|
$1,496,585,195
|
-10.62% (-1,768,668)
|
-1.5%
|
|
2023 Q4
|
11.61%
|
16,648,219
|
$82.85
|
$1,379,304,908
|
-1.55% (-262,388)
|
-0.2%
|
|
2023 Q3
|
9.56%
|
16,910,607
|
$61.60
|
$1,041,693,383
|
+11.01% (+1,676,739)
|
+0.95%
|
|
2023 Q2
|
7.11%
|
$56.00
|
+0.38% (+57,500)
|
|||
|
2023 Q1
|
7.02%
|
$52.52
|
+0.49% (+73,450)
|
|||
|
2022 Q4
|
6.34%
|
$46.42
|
-2.26% (-350,000)
|
|||
|
2022 Q3
|
5.87%
|
$43.00
|
+0.50% (+77,006)
|
|||
|
2022 Q2
|
5.70%
|
$46.29
|
+3.43% (+510,592)
|
|||
|
2022 Q1
|
6.02%
|
$58.47
|
+0.91% (+134,660)
|
|||
|
2021 Q4
|
6.37%
|
$74.50
|
+0.00% (+632)
|
|||
|
2021 Q3
|
5.52%
|
$60.88
|
-0.02% (-2,716)
|
|||
|
2021 Q2
|
5.38%
|
$59.24
|
-0.01% (-1,080)
|
|||
|
2021 Q1
|
4.90%
|
$48.85
|
+0.05% (+7,376)
|
|||
|
2020 Q4
|
4.03%
|
$40.49
|
-0.01% (-920)
|
|||
|
2020 Q3
|
3.57%
|
$34.34
|
+0.04% (+5,511)
|
|||
|
2020 Q2
|
3.42%
|
$30.88
|
+3.77% (+534,321)
|
|||
|
2020 Q1
|
3.23%
|
$23.47
|
+11.23% (+1,432,716)
|
|||
|
2019 Q3
|
3.38%
|
$26.85
|
+0.01% (+1,220)
|
|||
|
2019 Q1
|
3.16%
|
$23.49
|
+0.80% (+101,500)
|
|||
|
2018 Q4
|
3.14%
|
$19.63
|
+26.52% (+2,652,100)
|
|||
|
2018 Q2
|
3.14%
|
$24.85
|
+108.33% (+5,200,000)
|
|||
|
2018 Q1
|
1.28%
|
$20.30
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.