WHITTIER TRUST CO KKR/PRD — KKR & CO INC 6.25 CON SER D

Ownership history in WHITTIER TRUST CO  ·  6 quarters on record

AI Ownership Summary

WHITTIER TRUST CO reported KKR & CO INC 6.25 CON SER D (KKR/PRD) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows KKR/PRD at 0.07% 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 WHITTIER TRUST CO'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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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.

KKR/PRD stock page WHITTIER TRUST CO fund profile WHITTIER TRUST CO full holdings
How WHITTIER TRUST CO held KKR/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 169,023 +7,595 +4.7% 0.07% $7.0M 2026-07-28 —
2026 Q1 ADDED — — — 161,428 +73,265 +83.1% 0.07% $6.4M 2026-04-28 —
2025 Q4 ADDED — — — 88,163 +33,440 +61.1% 0.05% $4.8M 2026-01-26 —
2025 Q3 UNCHANGED — — — 54,723 — 0% 0.03% $2.8M 2025-10-31 —
2025 Q2 ADDED — — — 54,723 +4,923 +9.9% 0.04% $2.9M 2025-07-30 —
2025 Q1 INITIATED — — — 49,800 — — 0.03% $2.5M 2025-05-02 —

🏢 Other funds also holding KKR/PRD

As of 2026 Q2 — sorted by position size

AEGON USA Investment Management, LLC 3Y 7Y 1.05% CREDIT INDUSTRIEL ET COMMERCIAL 0.38% LAFFER TENGLER INVESTMENTS, INC. 3Y 7Y 0.3% RATIONAL ADVISORS, INC. 3Y 7Y 0.26% Future Financial Wealth Managment LLC 3Y 0.22% Formidable Asset Management, LLC 3Y 7Y 0.18% Central Pacific Bank - Trust Division 0.04% INDEPENDENT FINANCIAL GROUP, LLC 0.04% WHITTIER TRUST CO OF NEVADA INC 3Y 7Y 0.01% LANARK FINANCIAL, INC. 0.0%

FAQ About WHITTIER TRUST CO 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 WHITTIER TRUST CO reported owning KKR/PRD?

WHITTIER TRUST CO reported KKR/PRD across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KKR/PRD position in WHITTIER TRUST CO's portfolio?

The largest reported portfolio weight for KKR/PRD was 0.07% in 2026 Q1.

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

The most recent filing on this page is 2026 Q2, when WHITTIER TRUST CO reported 169,023 shares, equal to 0.07% of portfolio, with an estimated market value of $7.0M.

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

The chart compares WHITTIER TRUST CO'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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