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Beaird Harris Wealth Management’s KKR & Co KKR Stock Holding History

Beaird Harris 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 		$5.69K Hold
62
– – ﹤0.01% 434
2026
Q1 		$5.74K Hold
62
– – ﹤0.01% 400
2025
Q4 		$7.9K Sell
62
-14
-18% -$1.74K ﹤0.01% 411
2025
Q3 		$9.88K Buy
76
+18
+31% +$2.56K ﹤0.01% 388
2025
Q2 		$7.72K Buy
58
+49
+544% +$5.74K ﹤0.01% 394
2025
Q1 		$1.04K Buy
+9
New +$1.24K ﹤0.01% 483
2024
Q3 		– Sell
-1
Closed -$54 – 629
2024
Q2 		$54 Buy
+1
New +$102 ﹤0.01% 680
2023
Q1 		– Sell
-107
Closed -$4.97K – 612
2022
Q4 		$4.97K Buy
+107
New +$5.21K ﹤0.01% 413
2022
Q2 		– Sell
-108
Closed -$6K – 509
2022
Q1 		$6K Buy
+108
New +$6.8K ﹤0.01% 406

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

Beaird Harris Wealth Management's KKR Position: Q2 2026 in Review

Beaird Harris Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 62 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Beaird Harris Wealth Management first reported a position in KKR in Q1 2022 and has held it in 9 quarters since. The position peaked at $9.88K in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Beaird Harris Wealth Management held 62 shares of KKR & Co worth $5.69K as of Q2 2026.
  • Beaird Harris Wealth Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Beaird Harris Wealth Management first reported a position in KKR & Co in Q1 2022 and has held it in 9 quarters since.
  • Beaird Harris Wealth Management's KKR & Co position peaked at $9.88K in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.