John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  KKR & Co. Inc. (KKR)
← All KKR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 439,405 0.45 Add 65.87% 0.18 $82.67–137.28 · VW $99.02i $40,644,963 SEC
2025   Q4 264,916 0.36 Add 3.70% 0.01 $112.00–144.84 · VW $123.44i $33,771,491 SEC
2025   Q3 255,469 0.36 Reduce 15.44% 0.07 $126.57–153.87 · VW $140.33i $33,198,197 SEC
2025   Q2 302,109 0.46 Add 9.85% 0.04 $86.15–136.14 · VW $115.92i $40,189,560 SEC
2025   Q1 275,025 0.38 Add 16.99% 0.06 $105.29–170.40 · VW $135.65i $31,795,640 SEC
2024   Q4 235,092 0.38 Reduce 15.37% 0.06 $128.70–163.68 · VW $148.05i $34,772,458 SEC
2024   Q3 277,788 0.38 Reduce 13.56% 0.05 $98.25–134.85 · VW $119.77i $36,273,557 SEC
2024   Q2 321,348 0.37 Reduce 32.24% 0.15 $91.92–113.91 · VW $102.92i $33,818,663 SEC
2024   Q1 474,246 0.48 Reduce 24.18% 0.13 $78.95–103.48 · VW $93.15i $47,699,662 SEC
2023   Q4 625,486 0.53 Reduce 22.87% 0.12 $53.72–85.66 · VW $69.20i $51,821,515 SEC
2023   Q3 810,986 0.54 Reduce 8.49% 0.04 $52.95–64.77 · VW $60.96i $49,956,738 SEC
2023   Q2 886,231 0.48 Reduce 9.48% 0.05 $47.79–58.89 · VW $52.97i $49,628,936 SEC
2023   Q1 979,033 0.50 Reduce 0.28% <0.01 $46.31–60.53 · VW $53.87i $51,418,813 SEC
2022   Q4 981,829 0.46 Reduce 71.24% 1.15 $41.77–57.55 · VW $48.98i $45,576,502 SEC
2022   Q3 3,413,430 1.61 Add 2.12% 0.03 $42.73–57.68 · VW $49.75i $146,778,000 SEC
2022   Q2 3,342,657 1.54 Add 4.25% 0.06 $44.28–61.52 · VW $52.52i $154,732,000 SEC
2022   Q1 3,206,381 1.66 Add 10.02% 0.15 $50.55–75.19 · VW $62.60i $187,477,000 SEC
2021   Q4 2,914,295 1.83 Reduce 16.12% 0.31 $59.66–83.90 · VW $74.83i $217,115,000 SEC
2021   Q3 3,474,325 1.93 Reduce 0.59% 0.01 $56.80–67.81 · VW $62.91i $211,517,000 SEC
2021   Q2 3,494,828 1.95 Add 0.06% <0.01 $49.30–61.05 · VW $56.42i $207,034,000 SEC
2021   Q1 3,492,835 1.68 Add 2.38% 0.04 $37.49–49.79 · VW $44.60i $170,625,000 SEC
2020   Q4 3,411,548 1.56 Reduce 4.29% 0.08 $33.65–40.71 · VW $37.33i $138,134,000 SEC
2020   Q3 3,564,315 1.78 Reduce 23.40% 0.51 $30.25–37.17 · VW $34.81i $122,399,000 SEC
2020   Q2 4,653,028 2.19 Reduce 7.84% 0.16 $21.12–32.18 · VW $27.51i $143,686,000 SEC
2020   Q1 5,048,925 2.08 Reduce 14.43% 0.31 $15.55–34.14 · VW $26.71i $118,498,000 SEC
2019   Q4 5,900,514 2.16 Add 0.92% 0.02 $24.92–30.18 · VW $28.60i $172,118,000 SEC
2019   Q3 5,846,572 2.11 Reduce 0.09% <0.01 $23.90–29.95 · VW $26.42i $156,980,000 SEC
2019   Q2 5,852,060 1.87 Add 3.10% 0.06 $22.01–25.32 · VW $23.81i $147,882,000 SEC
2019   Q1 5,675,855 1.67 Add 0.46% <0.01 $18.58–24.70 · VW $22.53i $133,326,000 SEC
2018   Q4 5,649,833 1.56 Reduce 4.23% 0.08 $18.30–28.44 · VW $22.87i $110,906,000 SEC
2018   Q3 5,899,119 1.80 Buy 1.80 $24.86–28.73 · VW $26.75i $160,869,000 SEC
Price snapshot:
Current price$96.91
Avg. buy price$69.51
+/- since buy39.43%
52-week low$82.51
52-week high$152.85