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ATX Financial Planning’s KKR & Co KKR Stock Holding History

ATX Financial Planning’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 		$589K Sell
6,418
-530
-8% -$51.4K 0.39% 49
2026
Q1 		$643K Buy
6,948
+624
+10% +$65.8K 0.49% 46
2025
Q4 		$806K Buy
+6,324
New +$787K 0.62% 45

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ATX Financial Planning's KKR Position: Q2 2026 in Review

ATX Financial Planning reduced its KKR & Co (KKR) stake by 7.6% in Q2 2026, selling an estimated $51.4K and leaving 6,418 shares worth $589K. The position accounts for 0.39% of the portfolio, ranked #49.

ATX Financial Planning first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $806K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • ATX Financial Planning held 6,418 shares of KKR & Co worth $589K as of Q2 2026.
  • ATX Financial Planning sold 530 KKR & Co shares in Q2 2026, an estimated $51.4K.
  • KKR & Co made up 0.39% of ATX Financial Planning's portfolio in Q2 2026, its #49 holding.
  • ATX Financial Planning first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's KKR & Co position peaked at $806K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.