AWM
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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Activest Wealth Management reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $8.24K and leaving 588 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #265.

Activest Wealth Management first reported a position in KKR in Q3 2021 and has held it in 9 quarters since. The position peaked at $62.3K in Q1 2026. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Activest Wealth Management held 588 shares of KKR & Co worth $54K as of Q2 2026.
  • Activest Wealth Management sold 85 KKR & Co shares in Q2 2026, an estimated $8.24K.
  • KKR & Co made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Activest Wealth Management first reported a position in KKR & Co in Q3 2021 and has held it in 9 quarters since.
  • Activest Wealth Management's KKR & Co position peaked at $62.3K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.