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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
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 $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

BlueStem Wealth Partners's KKR Position: Q1 2026 in Review

BlueStem Wealth Partners increased its KKR & Co (KKR) stake by 18% in Q1 2026, buying an estimated $39.8K and bringing the position to 2,447 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #114.

BlueStem Wealth Partners first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $436K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • BlueStem Wealth Partners held 2,447 shares of KKR & Co worth $226K as of Q1 2026.
  • BlueStem Wealth Partners bought 378 KKR & Co shares in Q1 2026, an estimated $39.8K.
  • KKR & Co made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #114 holding.
  • BlueStem Wealth Partners first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's KKR & Co position peaked at $436K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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