BPW
KKR icon

Bingham Private Wealth’s KKR & Co KKR Stock Holding History

Bingham Private Wealth’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
Q1 		$351K Buy
3,790
+442
+13% +$46.6K 0.28% 109
2025
Q4 		$427K Buy
+3,348
New +$416K 0.37% 88
2025
Q2 		$476K Buy
3,579
+6
+0.2% +$702 0.45% 68
2025
Q1 		$413K Sell
3,573
-80
-2% -$11K 0.43% 81
2024
Q4 		$540K Buy
+3,653
New +$536K 0.57% 53

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bingham Private Wealth's KKR Position: Q1 2026 in Review

Bingham Private Wealth increased its KKR & Co (KKR) stake by 13% in Q1 2026, buying an estimated $46.6K and bringing the position to 3,790 shares worth $351K. The position accounts for 0.28% of the portfolio, ranked #109.

Bingham Private Wealth first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $540K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Bingham Private Wealth held 3,790 shares of KKR & Co worth $351K as of Q1 2026.
  • Bingham Private Wealth bought 442 KKR & Co shares in Q1 2026, an estimated $46.6K.
  • KKR & Co made up 0.28% of Bingham Private Wealth's portfolio in Q1 2026, its #109 holding.
  • Bingham Private Wealth first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's KKR & Co position peaked at $540K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.