Badgley Phelps Wealth Managers’s KKR & Co KKR Stock Holding History

Badgley Phelps Wealth Managers’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 Q1	$14.4M	Sell	155,354 -2,259	-1%	-$238K	0.29%	91
2025 Q4	$20.1M	Sell	157,613 -788	-0.5%	-$98K	0.37%	67
2025 Q3	$20.6M	Sell	158,401 -2,417	-2%	-$343K	0.43%	60
2025 Q2	$21.4M	Sell	160,818 -6,887	-4%	-$806K	0.47%	56
2025 Q1	$19.4M	Buy	167,705 +833	+0.5%	+$115K	0.47%	62
2024 Q4	$24.7M	Buy	166,872 +2,605	+2%	+$382K	0.58%	47
2024 Q3	$21.4M	Buy	164,267 +2,778	+2%	+$329K	0.5%	59
2024 Q2	$17M	Buy	161,489 +2,722	+2%	+$277K	0.42%	70
2024 Q1	$16M	Buy	158,767 +24,669	+18%	+$2.27M	0.4%	80
2023 Q4	$11.1M	Buy	134,098 +101,128	+307%	+$6.85M	0.3%	89
2023 Q3	$2.03M	Buy	32,970 +1,730	+6%	+$105K	0.07%	124
2023 Q2	$1.75M	Buy	+31,240	New	+$1.64M	0.06%	131

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Badgley Phelps Wealth Managers's KKR Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its KKR & Co (KKR) stake by 1.4% in Q1 2026, selling an estimated $238K and leaving 155,354 shares worth $14.4M. The position accounts for 0.29% of the portfolio, ranked #91.

Badgley Phelps Wealth Managers first reported a position in KKR in Q2 2023 and has held it in 12 quarters since. The position peaked at $24.7M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Badgley Phelps Wealth Managers held 155,354 shares of KKR & Co worth $14.4M as of Q1 2026.
Badgley Phelps Wealth Managers sold 2,259 KKR & Co shares in Q1 2026, an estimated $238K.
KKR & Co made up 0.29% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #91 holding.
Badgley Phelps Wealth Managers first reported a position in KKR & Co in Q2 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's KKR & Co position peaked at $24.7M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.