KKRKKR & CO INC

Strong Buy86

Strong Consensus

vs S&P -11.4%

Smart Money Trend

High 95Low 36+45.6 since 22-Q3

View as data table

Quarter	Score
2022-Q3	40.8
2022-Q4	50.5
2023-Q3	50.1
2023-Q4	36.0
2024-Q1	79.4
2024-Q2	42.2
2024-Q3	57.6
2024-Q4	57.7
2025-Q1	58.7
2025-Q2	61.8
2025-Q3	61.6
2025-Q4	61.8
2026-Q1	95.1
2026-Q2	86.4

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 7:00 AM ET

$91.5118.0% belowvs tracked

Investor Action VerdictStrong Buy

High consensus with active accumulation at an attractive valuation

Superinvestor Flow

Heavy Accumulation

Why This Verdict

•Consensus score of 86.4/100 (Strong Consensus) held by 2 funds.
•Unanimous buying: 2 funds accumulating (0 new, 2 adds) with 0 selling.
•Favorable valuation: trading 18.0% below funds' estimated cost basis (discount entry).
•Score trend: -8.7 pts vs previous quarter.

Entry Timing & ZoneDiscount Entry

Trading 18.0% below funds' estimated purchase price

Current Price:$91.51

Funds' Basis:~$111.54

Aggregate Fund Flow (KKR)

Heavy Accumulation(+50 score)

Net: +2 funds

2 Buyers0 Holds0 Sellers

2 active funds

2 of 18 tracked funds hold KKR. Avg conviction: 2.9%. Net adding. First tracked at $111.54 (current -18.0% vs tracked).

Am I Late?

18.0% belowtheir avg tracked price

Tracked: $111.54Current: $91.51

Per-fund first tracked prices

ValueAct Capital$92.50(2026-Q1)

Citadel Advisors$130.58(2024-Q3)

How Convicted?

2.9%avg portfolio allocation

ValueAct Capital has 5.8% in this stock

Top 5 (1)Mid (0)Small (1)

Fund breakdown

ValueAct CapitalCitadel Advisors

Which Way Is the Wind Blowing?

Heavy Accumulation(+50 score)

Net: +2 funds

2 Buyers0 Holds0 Sellers

2 active funds

Per-fund actions

ValueAct CapitalAdd

Citadel AdvisorsAdd

Did It Work?

-15.5%avg return since tracked

Benchmark comparison unavailable

Per-fund returns

ValueAct Capital-1.1%(from $92.50)

Citadel Advisors-29.9%(from $130.58)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

Pro Feature

Upgrade to Fund Consensus Pro to unlock this feature.

Upgrade to Pro

Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
ValueAct Capital	5.8%	$326.6M	$92.50	Add
Citadel Advisors	0.0%	$235.3M	$130.58	Add