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

AE 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
Q1 		$1.14M Sell
12,324
-125,912
-91% -$13.3M 0.01% 806
2025
Q4 		$17.6M Buy
138,236
+33,579
+32% +$4.18M 0.1% 204
2025
Q3 		$13.6M Buy
104,657
+15,208
+17% +$2.16M 0.09% 234
2025
Q2 		$11.9M Buy
89,449
+23,906
+36% +$2.8M 0.09% 228
2025
Q1 		$7.58M Buy
65,543
+8,458
+15% +$1.16M 0.06% 275
2024
Q4 		$8.44M Buy
57,085
+8,566
+18% +$1.26M 0.07% 257
2024
Q3 		$6.34M Buy
+48,519
New +$5.74M 0.06% 290
2024
Q1 		– Sell
-11,146
Closed -$967K – 1610
2023
Q4 		$967K Sell
11,146
-3,114
-22% -$211K ﹤0.01% 1169
2023
Q3 		$878K Buy
14,260
+168
+1% +$10.2K 0.01% 1150
2023
Q2 		$789K Buy
14,092
+323
+2% +$16.9K ﹤0.01% 1176
2023
Q1 		$723K Buy
13,769
+2,324
+20% +$125K ﹤0.01% 1181
2022
Q4 		$531K Buy
11,445
+820
+8% +$40K ﹤0.01% 1284
2022
Q3 		$457K Buy
10,625
+1,390
+15% +$70.2K ﹤0.01% 1306
2022
Q2 		$427K Buy
9,235
+1,335
+17% +$70K ﹤0.01% 1282
2022
Q1 		$462K Buy
7,900
+1,556
+25% +$97.9K ﹤0.01% 1259
2021
Q4 		$473K Buy
6,344
+689
+12% +$50.8K ﹤0.01% 1270
2021
Q3 		$344K Buy
5,655
+822
+17% +$51.6K ﹤0.01% 1307
2021
Q2 		$286K Buy
+4,833
New +$268K ﹤0.01% 1359
2020
Q1 		– Sell
-9,400
Closed -$274K – 1211
2019
Q4 		$274K Buy
9,400
+1,174
+14% +$33.4K 0.01% 939
2019
Q3 		$221K Sell
8,226
-185
-2% -$4.88K 0.01% 894
2019
Q2 		$213K Buy
+8,411
New +$201K 0.01% 877

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AE Wealth Management's KKR Position: Q1 2026 in Review

AE Wealth Management reduced its KKR & Co (KKR) stake by 91% in Q1 2026, selling an estimated $13.3M and leaving 12,324 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #806.

AE Wealth Management first reported a position in KKR in Q2 2019 and has held it in 21 quarters since. The position peaked at $17.6M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • AE Wealth Management held 12,324 shares of KKR & Co worth $1.14M as of Q1 2026.
  • AE Wealth Management sold 125,912 KKR & Co shares in Q1 2026, an estimated $13.3M.
  • KKR & Co made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #806 holding.
  • AE Wealth Management first reported a position in KKR & Co in Q2 2019 and has held it in 21 quarters since.
  • AE Wealth Management's KKR & Co position peaked at $17.6M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.