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BlueStem Wealth Partners’s KKR & Co KKR Stock Holding History

BlueStem Wealth Partners’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 		$225K Buy
2,451
+4
+0.2% +$388 0.02% 118
2026
Q1 		$226K Buy
2,447
+378
+18% +$39.8K 0.03% 114
2025
Q4 		$264K Sell
2,069
-409
-17% -$50.9K 0.03% 106
2025
Q3 		$322K Sell
2,478
-365
-13% -$51.8K 0.04% 86
2025
Q2 		$378K Sell
2,843
-259
-8% -$30.3K 0.05% 78
2025
Q1 		$359K Buy
3,102
+151
+5% +$20.8K 0.05% 72
2024
Q4 		$436K Buy
+2,951
New +$433K 0.06% 63

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

BlueStem Wealth Partners's KKR Position: Q2 2026 in Review

BlueStem Wealth Partners increased its KKR & Co (KKR) stake by 0.16% in Q2 2026, buying an estimated $388 and bringing the position to 2,451 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #118.

BlueStem Wealth Partners first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • BlueStem Wealth Partners held 2,451 shares of KKR & Co worth $225K as of Q2 2026.
  • BlueStem Wealth Partners bought 4 KKR & Co shares in Q2 2026, an estimated $388.
  • KKR & Co made up 0.02% of BlueStem Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • BlueStem Wealth Partners first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • BlueStem Wealth Partners's KKR & Co position peaked at $436K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.