Bogart Wealth LLC’s KKR & Co KKR Stock Holding History

Bogart Wealth LLC’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	$166K	Hold	1,810	–	–	0.01%	319
2026 Q1	$167K	Hold	1,810	–	–	0.01%	290
2025 Q4	$231K	Hold	1,810	–	–	0.01%	242
2025 Q3	$235K	Buy	1,810 +7	+0.4%	+$994	0.01%	228
2025 Q2	$240K	Buy	1,803 +4	+0.2%	+$468	0.01%	212
2025 Q1	$208K	Sell	1,799 -52	-3%	-$7.15K	0.01%	224
2024 Q4	$274K	Buy	1,851 +60	+3%	+$8.8K	0.01%	194
2024 Q3	$234K	Buy	1,791 +2	+0.1%	+$237	0.01%	199
2024 Q2	$188K	Buy	1,789 +87	+5%	+$8.86K	0.01%	213
2024 Q1	$171K	Hold	1,702	–	–	0.01%	210
2023 Q4	$141K	Sell	1,702 -43	-2%	-$2.91K	0.01%	221
2023 Q3	$107K	Hold	1,745	–	–	0.01%	243
2023 Q2	$97.7K	Hold	1,745	–	–	0.01%	245
2023 Q1	$91.6K	Hold	1,745	–	–	0.01%	239
2022 Q4	$81K	Hold	1,745	–	–	0.01%	249
2022 Q3	$75K	Hold	1,745	–	–	0.01%	251
2022 Q2	$81K	Hold	1,745	–	–	0.01%	230
2022 Q1	$102K	Buy	1,745 +43	+3%	+$2.71K	0.01%	208
2021 Q4	$127K	Hold	1,702	–	–	0.01%	178
2021 Q3	$104K	Hold	1,702	–	–	0.01%	183
2021 Q2	$101K	Hold	1,702	–	–	0.01%	178
2021 Q1	$83K	Hold	1,702	–	–	0.01%	189
2020 Q4	$68K	Hold	1,702	–	–	0.01%	181
2020 Q3	$58K	Hold	1,702	–	–	0.01%	183
2020 Q2	$53K	Hold	1,702	–	–	0.01%	174
2020 Q1	$40K	Hold	1,702	–	–	0.01%	175
2019 Q4	$50K	Buy	+1,702	New	+$48.5K	0.02%	177

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's KKR Position: Q2 2026 in Review

Bogart Wealth LLC held its KKR & Co (KKR) position steady in Q2 2026 at 1,810 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #319.

Bogart Wealth LLC first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $274K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Bogart Wealth LLC held 1,810 shares of KKR & Co worth $166K as of Q2 2026.
Bogart Wealth LLC left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #319 holding.
Bogart Wealth LLC first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
Bogart Wealth LLC's KKR & Co position peaked at $274K in Q4 2024.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.