PIER 88 INVESTMENT PARTNERS LLC KKR/PRD — KKR & CO INC 6.25 CON SER D

Ownership history in PIER 88 INVESTMENT PARTNERS LLC  ·  5 quarters on record

AI Ownership Summary

PIER 88 INVESTMENT PARTNERS LLC reported KKR & CO INC 6.25 CON SER D (KKR/PRD) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 3.76% in 2025 Q4. The latest visible filing shows KKR/PRD at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KKR/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PIER 88 INVESTMENT PARTNERS LLC's position in KKR & CO INC 6.25 CON SER D, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KKR/PRD was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.76% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PIER 88 INVESTMENT PARTNERS LLC held KKR/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 235,810 — 0% 2.23% $9.4M 2026-08-04 —
2026 Q1 REDUCED — — — 235,810 -88,700 -27.3% 2.36% $9.5M 2026-05-11 —
2025 Q4 REDUCED — — — 324,510 -11,200 -3.3% 3.76% $16.8M 2026-02-04 —
2025 Q3 ADDED — — — 335,710 +11,270 +3.5% 3.29% $17.6M 2025-10-31 —
2025 Q2 INITIATED — — — 324,440 — — 3.23% $17.4M 2025-08-07 —

🏢 Other funds also holding KKR/PRD

As of 2026 Q3 — sorted by position size

Central Pacific Bank - Trust Division 0.05%

FAQ About PIER 88 INVESTMENT PARTNERS LLC and KKR/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has PIER 88 INVESTMENT PARTNERS LLC reported owning KKR/PRD?

PIER 88 INVESTMENT PARTNERS LLC reported KKR/PRD across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported KKR/PRD position in PIER 88 INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for KKR/PRD was 3.76% in 2025 Q4.

What is the latest reported KKR/PRD position on this page?

The most recent filing on this page is 2026 Q2, when PIER 88 INVESTMENT PARTNERS LLC reported 235,810 shares, equal to 2.23% of portfolio, with an estimated market value of $9.4M.

What does the chart on this KKR/PRD ownership page compare?

The chart compares PIER 88 INVESTMENT PARTNERS LLC's quarterly KKR/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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