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KKR & Co Inc

KKR

KKR & Co Inc

KKR & Co Inc historical holders

total: 20

Akre Capital Management KKR & Co Inc transactions over time

Total transactions:
29
New positions:
1
Added:
15
Reduced:
13
Held since:
2018 Q1
Held for:
33 quarters
Latest activity:
2026 Q1
Chuck Akre has been an institutional investor in KKR & Co Inc (KKR) since 2018 Q1. According to 2026 Q1 report, Chuck Akre holds 6,718,078 shares with a market value of roughly $621.42M representing 10.16% of their equity portfolio. The fund/company first acquired KKR in 2018 Q1, initially purchasing about 4.80M shares. Since the initial investment, Akre Capital Management has made 28 more transactions in this position.

Does Chuck Akre still hold KKR?

Yes, Chuck Akre continues to hold KKR & Co Inc (KKR). According to their 2026 Q1 report, they maintain a position of 6,718,078 shares valued at approximately $621.42M, representing 10.16% of their equity portfolio.

When did Chuck Akre first invest in KKR?

Chuck Akre first invested in KKR & Co Inc (KKR) in 2018 Q1 at the reported quarter-end price of $20.30 per share, acquiring 4,800,000 shares in their initial purchase.

What is Chuck Akre's average cost basis for KKR?

Based on historical transaction data, Chuck Akre's estimated cost basis for KKR & Co Inc (KKR) is approximately $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

KKR transactions history by Akre Capital Management

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.
* 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.