Allied Private Wealth’s KKR & Co KKR Stock Holding History

Allied Private Wealth’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	$104K	Buy	+1,109	New	+$108K	0.07%	173

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

Allied Private Wealth's KKR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in KKR & Co (KKR) in Q2 2026: 1,109 shares worth $104K. The stake represents 0.07% of the portfolio and ranks #173 among its holdings.

1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Allied Private Wealth held 1,109 shares of KKR & Co worth $104K as of Q2 2026.
KKR & Co was a new Allied Private Wealth position in Q2 2026.
KKR & Co made up 0.07% of Allied Private Wealth's portfolio in Q2 2026, its #173 holding.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.