Activest Wealth Management
KKR icon

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

Activest 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
Q3 		$56K Buy
613
+25
+4% +$2.55K 0.01% 253
2026
Q2 		$54K Sell
588
-85
-13% -$8.24K 0.01% 265
2026
Q1 		$62.3K Buy
673
+525
+355% +$55.3K 0.01% 295
2025
Q4 		$18.9K Buy
148
+26
+21% +$3.23K ﹤0.01% 534
2025
Q3 		$15.9K Buy
122
+10
+9% +$1.42K ﹤0.01% 418
2025
Q2 		$14.9K Buy
112
+82
+273% +$9.6K ﹤0.01% 369
2025
Q1 		$3.47K Buy
30
+28
+1,400% +$3.85K ﹤0.01% 560
2024
Q4 		$296 Sell
2
-40
-95% -$5.87K ﹤0.01% 595
2024
Q3 		$5.5K Buy
+42
New +$4.97K ﹤0.01% 354
2021
Q4 		– Sell
-247
Closed -$15K – 365
2021
Q3 		$15K Buy
+247
New +$15.5K 0.01% 192

Other funds holding KKR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Activest Wealth Management's KKR Position: Q3 2026 in Review

Activest Wealth Management increased its KKR & Co (KKR) stake by 4.3% in Q3 2026, buying an estimated $2.55K and bringing the position to 613 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #253.

Activest Wealth Management first reported a position in KKR in Q3 2021 and has held it in 10 quarters since. The position peaked at $62.3K in Q1 2026. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Activest Wealth Management held 613 shares of KKR & Co worth $56K as of Q3 2026.
  • Activest Wealth Management bought 25 KKR & Co shares in Q3 2026, an estimated $2.55K.
  • KKR & Co made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Activest Wealth Management first reported a position in KKR & Co in Q3 2021 and has held it in 10 quarters since.
  • Activest Wealth Management's KKR & Co position peaked at $62.3K in Q1 2026.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.