Berman McAleer
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Berman McAleer’s KKR & Co KKR Stock Holding History

Berman McAleer’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 		$589K Buy
+6,449
New +$658K 0.07% 96

Other funds holding KKR

Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Berman McAleer's KKR Position: Q3 2026 in Review

Berman McAleer opened a new position in KKR & Co (KKR) in Q3 2026: 6,449 shares worth $589K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings.

232 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Berman McAleer held 6,449 shares of KKR & Co worth $589K as of Q3 2026.
  • KKR & Co was a new Berman McAleer position in Q3 2026.
  • KKR & Co made up 0.07% of Berman McAleer's portfolio in Q3 2026, its #96 holding.
  • 232 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Berman McAleer's 13F filing for Q3 2026, filed 16 Oct 2026.