Balance Wealth
KKR icon

Balance Wealth’s KKR & Co KKR Stock Holding History

Balance Wealth’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
Q3 		$5.36K Buy
+59
New +$6.02K ﹤0.01% 635

Other funds holding KKR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Balance Wealth's KKR Position: Q3 2026 in Review

Balance Wealth opened a new position in KKR & Co (KKR) in Q3 2026: 59 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Balance Wealth held 59 shares of KKR & Co worth $5.36K as of Q3 2026.
  • KKR & Co was a new Balance Wealth position in Q3 2026.
  • KKR & Co made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #635 holding.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.