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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Brady Martz Wealth Solutions's KKR Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its KKR & Co (KKR) stake by 2.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,002 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #140.

Brady Martz Wealth Solutions first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Brady Martz Wealth Solutions held 6,002 shares of KKR & Co worth $551K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 163 KKR & Co shares in Q2 2026, an estimated $15.8K.
  • KKR & Co made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #140 holding.
  • Brady Martz Wealth Solutions first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.