Barnes Dennig Private Wealth Management’s KKR & Co KKR Stock Holding History

Barnes Dennig Private 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	$40.9K	Buy	446 +10	+2%	+$970	0.03%	166
2026 Q1	$40.3K	Hold	436	–	–	0.04%	157
2025 Q4	$55.6K	Hold	436	–	–	0.06%	140
2025 Q3	$56.7K	Hold	436	–	–	0.06%	128
2025 Q2	$58K	Hold	436	–	–	0.07%	118
2025 Q1	$50.4K	Buy	+436	New	+$60K	0.08%	71

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Barnes Dennig Private Wealth Management's KKR Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its KKR & Co (KKR) stake by 2.3% in Q2 2026, buying an estimated $970 and bringing the position to 446 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #166.

Barnes Dennig Private Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $58K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Barnes Dennig Private Wealth Management held 446 shares of KKR & Co worth $40.9K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 10 KKR & Co shares in Q2 2026, an estimated $970.
KKR & Co made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #166 holding.
Barnes Dennig Private Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's KKR & Co position peaked at $58K in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.