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

Abound 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 		$2.93K Sell
32
-79
-71% -$7.66K ﹤0.01% 693
2026
Q1 		$10.3K Sell
111
-60
-35% -$6.33K ﹤0.01% 543
2025
Q4 		$21.8K Hold
171
– – 0.01% 345
2025
Q3 		$22.3K Buy
171
+4
+2% +$568 0.01% 338
2025
Q2 		$22.2K Buy
167
+24
+17% +$2.81K 0.01% 312
2025
Q1 		$16.5K Sell
143
-17
-11% -$2.34K 0.01% 327
2024
Q4 		$23.6K Sell
160
-4
-2% -$587 0.01% 261
2024
Q3 		$21.4K Buy
+164
New +$19.4K 0.01% 278
2023
Q4 		– Hold
0
– – – 1319
2022
Q4 		– Sell
-4
Closed -$193 – 764
2022
Q3 		$193 Buy
+4
New +$202 ﹤0.01% 711

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

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

Abound Wealth Management reduced its KKR & Co (KKR) stake by 71% in Q2 2026, selling an estimated $7.66K and leaving 32 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Abound Wealth Management first reported a position in KKR in Q3 2022 and has held it in 9 quarters since. The position peaked at $23.6K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Abound Wealth Management held 32 shares of KKR & Co worth $2.93K as of Q2 2026.
  • Abound Wealth Management sold 79 KKR & Co shares in Q2 2026, an estimated $7.66K.
  • KKR & Co made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Abound Wealth Management first reported a position in KKR & Co in Q3 2022 and has held it in 9 quarters since.
  • Abound Wealth Management's KKR & Co position peaked at $23.6K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.