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

Axxcess 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	$1.63M	Buy	+17,791	New	+$1.73M	0.03%	428
2026 Q1	–	Sell	-12,237	Closed	-$1.56M	–	725
2025 Q4	$1.56M	Buy	12,237 +10,587	+642%	+$1.32M	0.03%	416
2025 Q3	$214K	Sell	1,650 -63	-4%	-$8.94K	﹤0.01%	868
2025 Q2	$228K	Sell	1,713 -789	-32%	-$92.4K	0.01%	803
2025 Q1	$289K	Sell	2,502 -5,762	-70%	-$793K	0.01%	694
2024 Q4	$1.22M	Buy	8,264 +4,816	+140%	+$707K	0.03%	371
2024 Q3	$450K	Buy	3,448 +2	+0.1%	+$237	0.01%	572
2024 Q2	$363K	Sell	3,446 -283	-8%	-$28.8K	0.01%	597
2024 Q1	$375K	Sell	3,729 -453	-11%	-$41.7K	0.01%	607
2023 Q4	$346K	Buy	+4,182	New	+$283K	0.01%	606

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in KKR & Co (KKR) in Q2 2026: 17,791 shares worth $1.63M. The stake represents 0.03% of the portfolio and ranks #428 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in KKR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Axxcess Wealth Management held 17,791 shares of KKR & Co worth $1.63M as of Q2 2026.
KKR & Co was a new Axxcess Wealth Management position in Q2 2026.
KKR & Co made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #428 holding.
Axxcess Wealth Management first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
629 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.