Should You Add KKR & Co.’s (KKR) to Your Portfolio?

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Soumya Eswaran

Wed, July 22, 2026 astatine 9:31 AM CDT 3 min read

Dodge & Cox Fund, an concern absorption company, released its second-quarter 2026 capitalist missive for "Dodge and Cox Stock Fund". A transcript of the missive tin beryllium downloaded here. Despite volatile lipid prices and rising inflation, U.S. equities reached grounds highs successful Q2 2026, driven by a technology-led rally, peculiarly successful representation semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% instrumentality and the Russell 1000 Value Index's 13.84% gain, chiefly owed to underweighting successful Information Technology and anemic performances from respective holdings. Concerns implicit AI disruption negatively impacted companies with beardown franchises. The Fund's bottom-up concern attack allowed it to get shares successful manufacture leaders with beardown semipermanent fundamentals. The steadfast believes that accrued vulnerability to high-quality businesses and a diversified portfolio positions the Fund good for aboriginal growth. In addition, delight cheque the Fund's apical 5 holdings to cognize its champion picks successful 2026.

In its Q2 2026 capitalist letter, Dodge and Cox Stock Fund highlighted KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is simply a starring backstage equity and existent property concern steadfast focusing connected nonstop and fund-of-fund investments. On July 21, 2026, KKR & Co. Inc. (NYSE:KKR) closed astatine $97.11 per share, reflecting a marketplace capitalization of $90.55 billion. KKR & Co. Inc. (NYSE:KKR) posted a one-month instrumentality of 6.12%, portion its shares mislaid 34.50% implicit the past 52 weeks.

Dodge and Cox Stock Fund stated the pursuing regarding KKR & Co. Inc. (NYSE:KKR) successful its Q2 2026 capitalist update:

"During the 2nd quarter, concerns astir AI disruption led to declines successful a fig of companies with beardown franchises and coagulated profitability. Our bottom-up attack led america to found respective caller positions successful manufacture leaders whose shares person lagged, and wherever we judge the semipermanent fundamentals are not afloat reflected successful their existent prices. We initiated a presumption successful Visa, a person successful planetary payments, an manufacture characterized by beardown web effects and precocious barriers to entry.

KKR & Co. Inc. (NYSE:KKR), a planetary alternate plus manager, is besides a caller presumption successful the Fund. Its stock terms declined amid broader macroeconomic concerns and imaginable weakness successful its backstage recognition and bundle investments. We judge the company's exposures to these areas are manageable and not overly concentrated. KKR traded astatine 13.6 times guardant earnings, contempt its diversified portfolio crossed backstage equity, existent assets, and credit, and beardown alignment betwixt absorption and shareholders."

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