BWM
KKR icon

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

Bernard 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 		– Sell
-50
Closed -$4.65K – 344
2026
Q1 		$4.65K Hold
50
– – ﹤0.01% 253
2025
Q4 		$6.4K Hold
50
– – ﹤0.01% 234
2025
Q3 		$6.51K Hold
50
– – ﹤0.01% 230
2025
Q2 		$6.66K Buy
50
+25
+100% +$2.93K ﹤0.01% 227
2025
Q1 		$2.89K Hold
25
– – ﹤0.01% 281
2024
Q4 		$3.7K Buy
+25
New +$3.67K ﹤0.01% 250

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

Bernard Wealth Management's KKR Position: Q2 2026 in Review

Bernard Wealth Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 50 shares — an estimated $4.65K sold.

Bernard Wealth Management first reported a position in KKR in Q4 2024 and held it in 6 quarters. The position peaked at $6.66K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bernard Wealth Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 50 KKR & Co shares in Q2 2026, an estimated $4.65K.
  • Bernard Wealth Management first reported a position in KKR & Co in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's KKR & Co position peaked at $6.66K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.