Superior Planning, LLC’s KKR & Co KKR Stock Holding History

Superior Planning, LLC’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 Q3	$49.9K	Buy	+547	New	+$55.8K	0.02%	378

Other funds holding KKR

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's KKR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in KKR & Co (KKR) in Q3 2026: 547 shares worth $49.9K. The stake represents 0.02% of the portfolio and ranks #378 among its holdings.

902 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Superior Planning, LLC held 547 shares of KKR & Co worth $49.9K as of Q3 2026.
KKR & Co was a new Superior Planning, LLC position in Q3 2026.
KKR & Co made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #378 holding.
902 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.