1WM
KKR icon

1900 Wealth Management’s KKR & Co KKR Stock Holding History

1900 Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Sell
2,661
-80
-3% -$7.76K 0.01% 274
2026
Q1 		$254K Buy
2,741
+1,033
+60% +$109K 0.02% 232
2025
Q4 		$218K Sell
1,708
-6
-0.4% -$746 0.01% 232
2025
Q3 		$223K Buy
+1,714
New +$243K 0.02% 220

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

1900 Wealth Management's KKR Position: Q2 2026 in Review

1900 Wealth Management reduced its KKR & Co (KKR) stake by 2.9% in Q2 2026, selling an estimated $7.76K and leaving 2,661 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #274.

1900 Wealth Management first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • 1900 Wealth Management held 2,661 shares of KKR & Co worth $244K as of Q2 2026.
  • 1900 Wealth Management sold 80 KKR & Co shares in Q2 2026, an estimated $7.76K.
  • KKR & Co made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #274 holding.
  • 1900 Wealth Management first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • 1900 Wealth Management's KKR & Co position peaked at $254K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.