Calamos Advisors LLC KKR/PRD KKR & CO INC

Ownership history in Calamos Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Calamos Advisors LLC reported KKR & CO INC (KKR/PRD) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows KKR/PRD at 0.24% 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 Calamos Advisors LLC's position in KKR & CO INC, 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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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 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.

How Calamos Advisors LLC 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 1,782,560 +1,797 +0.1% 0.24% $71.0M 2026-07-31
2026 Q1 REDUCED 1,780,763 -334,139 -15.8% 0.25% $71.6M 2026-05-04
2025 Q4 REDUCED 2,114,902 -12,338 -0.6% 0.41% $109.6M 2026-01-29
2025 Q3 ADDED 2,127,240 +330,093 +18.4% 0.41% $111.4M 2025-10-20
2025 Q2 ADDED 1,797,147 +361,197 +25.2% 0.38% $96.3M 2025-08-08
2025 Q1 INITIATED 1,435,950 0.31% $70.9M 2025-04-29

FAQ About Calamos Advisors 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 Calamos Advisors LLC reported owning KKR/PRD?

Calamos Advisors LLC reported KKR/PRD across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KKR/PRD position in Calamos Advisors LLC's portfolio?

The largest reported portfolio weight for KKR/PRD was 0.41% 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 Calamos Advisors LLC reported 1,782,560 shares, equal to 0.24% of portfolio, with an estimated market value of $71.0M.

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

The chart compares Calamos Advisors 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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