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Bartlett & Co Wealth Management’s KKR & Co KKR Stock Holding History

Bartlett & Co 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 		$340K Buy
3,703
+13
+0.4% +$1.26K ﹤0.01% 397
2026
Q1 		$381K Buy
3,690
+54
+1% +$5.69K ﹤0.01% 378
2025
Q4 		$464K Sell
3,636
-507
-12% -$63.1K 0.01% 340
2025
Q3 		$538K Buy
4,143
+43
+1% +$6.1K 0.01% 324
2025
Q2 		$545K Sell
4,100
-3
-0.1% -$351 0.01% 320
2025
Q1 		$474K Sell
4,103
-97
-2% -$13.3K 0.01% 339
2024
Q4 		$621K Sell
4,200
-800
-16% -$117K 0.01% 299
2024
Q3 		$653K Sell
5,000
-400
-7% -$47.3K 0.01% 301
2024
Q2 		$568K Hold
5,400
– – 0.01% 307
2024
Q1 		$543K Sell
5,400
-600
-10% -$55.2K 0.01% 317
2023
Q4 		$501K Sell
6,000
-300
-5% -$20.3K 0.01% 351
2023
Q3 		$388K Sell
6,300
-700
-10% -$42.5K 0.01% 366
2023
Q2 		$392K Buy
+7,000
New +$367K 0.01% 373

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

Bartlett & Co Wealth Management's KKR Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its KKR & Co (KKR) stake by 0.35% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,703 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Bartlett & Co Wealth Management first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $653K in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,703 shares of KKR & Co worth $340K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 13 KKR & Co shares in Q2 2026, an estimated $1.26K.
  • KKR & Co made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Bartlett & Co Wealth Management first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
  • Bartlett & Co Wealth Management's KKR & Co position peaked at $653K in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.