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Atlantic Edge Private Wealth Management’s KKR & Co KKR Stock Holding History

Atlantic Edge Private 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 		$11.9K Hold
130
– – ﹤0.01% 398
2026
Q1 		$12K Hold
130
– – ﹤0.01% 368
2025
Q4 		$16.6K Hold
130
– – ﹤0.01% 327
2025
Q3 		$16.9K Hold
130
– – ﹤0.01% 320
2025
Q2 		$17.3K Hold
130
– – ﹤0.01% 314
2025
Q1 		$15K Buy
+130
New +$17.9K ﹤0.01% 315

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

Atlantic Edge Private Wealth Management's KKR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 130 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Atlantic Edge Private Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.3K in Q2 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 130 shares of KKR & Co worth $11.9K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Atlantic Edge Private Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Atlantic Edge Private Wealth Management's KKR & Co position peaked at $17.3K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.