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Baker Tilly Wealth Management’s KKR & Co KKR Stock Holding History

Baker Tilly 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 		$522K Buy
5,692
+512
+10% +$49.7K 0.11% 167
2026
Q1 		$479K Sell
5,180
-692
-12% -$72.9K 0.12% 163
2025
Q4 		$749K Sell
5,872
-21
-0.4% -$2.61K 0.18% 118
2025
Q3 		$766K Sell
5,893
-40
-0.7% -$5.68K 0.17% 107
2025
Q2 		$789K Buy
5,933
+351
+6% +$41.1K 0.28% 79
2025
Q1 		$645K Sell
5,582
-304
-5% -$41.8K 0.25% 100
2024
Q4 		$871K Buy
5,886
+81
+1% +$11.9K 0.34% 65
2024
Q3 		$758K Buy
5,805
+561
+11% +$66.4K 0.34% 74
2024
Q2 		$552K Buy
5,244
+106
+2% +$10.8K 0.23% 111
2024
Q1 		$517K Sell
5,138
-102
-2% -$9.38K 0.09% 244
2023
Q4 		$434K Sell
5,240
-2,271
-30% -$154K 0.07% 309
2023
Q3 		$463K Sell
7,511
-19,557
-72% -$1.19M 0.08% 275
2023
Q2 		$1.52M Sell
27,068
-2,827
-9% -$148K 0.16% 139
2023
Q1 		$1.57M Buy
29,895
+4,278
+17% +$230K 0.18% 126
2022
Q4 		$1.19M Buy
25,617
+7,665
+43% +$374K 0.15% 163
2022
Q3 		$772K Sell
17,952
-1,753
-9% -$88.6K 0.11% 212
2022
Q2 		$912K Buy
19,705
+1,400
+8% +$73.5K 0.12% 187
2022
Q1 		$1.07M Buy
18,305
+4,703
+35% +$296K 0.12% 185
2021
Q4 		$1.01M Buy
13,602
+2,228
+20% +$164K 0.11% 195
2021
Q3 		$692K Buy
11,374
+1,932
+20% +$121K 0.09% 247
2021
Q2 		$559K Buy
9,442
+215
+2% +$11.9K 0.09% 254
2021
Q1 		$451K Buy
+9,227
New +$413K 0.09% 261

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

Baker Tilly Wealth Management's KKR Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its KKR & Co (KKR) stake by 9.9% in Q2 2026, buying an estimated $49.7K and bringing the position to 5,692 shares worth $522K. The position accounts for 0.11% of the portfolio, ranked #167.

Baker Tilly Wealth Management first reported a position in KKR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.57M in Q1 2023. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Baker Tilly Wealth Management held 5,692 shares of KKR & Co worth $522K as of Q2 2026.
  • Baker Tilly Wealth Management bought 512 KKR & Co shares in Q2 2026, an estimated $49.7K.
  • KKR & Co made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Baker Tilly Wealth Management first reported a position in KKR & Co in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's KKR & Co position peaked at $1.57M in Q1 2023.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.