Brady Martz Wealth Solutions
KKR icon

Brady Martz Wealth Solutions’s KKR & Co KKR Stock Holding History

Brady Martz Wealth Solutions’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
Q3 		$1.03M Buy
11,335
+5,333
+89% +$544K 0.15% 100
2026
Q2 		$551K Buy
6,002
+163
+3% +$15.8K 0.08% 140
2026
Q1 		$540K Buy
5,839
+2,357
+68% +$248K 0.09% 126
2025
Q4 		$444K Buy
+3,482
New +$433K 0.08% 137

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brady Martz Wealth Solutions's KKR Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its KKR & Co (KKR) stake by 89% in Q3 2026, buying an estimated $544K and bringing the position to 11,335 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #100.

Brady Martz Wealth Solutions first reported a position in KKR in Q4 2025 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Brady Martz Wealth Solutions held 11,335 shares of KKR & Co worth $1.03M as of Q3 2026.
  • Brady Martz Wealth Solutions bought 5,333 KKR & Co shares in Q3 2026, an estimated $544K.
  • KKR & Co made up 0.15% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #100 holding.
  • Brady Martz Wealth Solutions first reported a position in KKR & Co in Q4 2025 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.