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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
Q2 		$14.3M Buy
156,331
+977
+0.6% +$94.7K 0.25% 98
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
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

Badgley Phelps Wealth Managers's KKR Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its KKR & Co (KKR) stake by 0.63% in Q2 2026, buying an estimated $94.7K and bringing the position to 156,331 shares worth $14.3M. The position accounts for 0.25% of the portfolio, ranked #98.

Badgley Phelps Wealth Managers first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.7M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Badgley Phelps Wealth Managers held 156,331 shares of KKR & Co worth $14.3M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 977 KKR & Co shares in Q2 2026, an estimated $94.7K.
  • KKR & Co made up 0.25% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #98 holding.
  • Badgley Phelps Wealth Managers first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's KKR & Co position peaked at $24.7M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.