Action Point Financial Planning’s KKR & Co KKR Stock Holding History

Action Point Financial Planning’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	$5.51K	Buy	+61	New	+$5.92K	﹤0.01%	1768

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's KKR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in KKR & Co (KKR) in Q2 2026: 61 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings.

1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Action Point Financial Planning held 61 shares of KKR & Co worth $5.51K as of Q2 2026.
KKR & Co was a new Action Point Financial Planning position in Q2 2026.
KKR & Co made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1768 holding.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.