AWM
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Athena Wealth Management’s KKR & Co KKR Stock Holding History

Athena 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 		$301K Buy
+3,278
New +$318K 0.22% 83

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Athena Wealth Management opened a new position in KKR & Co (KKR) in Q2 2026: 3,278 shares worth $301K. The stake represents 0.22% of the portfolio and ranks #83 among its holdings.

250 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Athena Wealth Management held 3,278 shares of KKR & Co worth $301K as of Q2 2026.
  • KKR & Co was a new Athena Wealth Management position in Q2 2026.
  • KKR & Co made up 0.22% of Athena Wealth Management's portfolio in Q2 2026, its #83 holding.
  • 250 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.