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Calamos Wealth Management’s KKR & Co KKR Stock Holding History

Calamos Wealth Management’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 		– Sell
-2,242
Closed -$207K – 523
2026
Q1 		$207K Sell
2,242
-50
-2% -$5.27K 0.01% 516
2025
Q4 		$292K Buy
2,292
+184
+9% +$22.9K 0.01% 369
2025
Q3 		$274K Buy
2,108
+91
+5% +$12.9K 0.01% 355
2025
Q2 		$268K Buy
2,017
+171
+9% +$20K 0.01% 296
2025
Q1 		$213K Sell
1,846
-2,072
-53% -$285K 0.01% 295
2024
Q4 		$580K Buy
3,918
+78
+2% +$11.4K 0.03% 203
2024
Q3 		$501K Sell
3,840
-17
-0.4% -$2.01K 0.03% 217
2024
Q2 		$406K Sell
3,857
-671
-15% -$68.3K 0.02% 222
2024
Q1 		$455K Hold
4,528
– – 0.03% 215
2023
Q4 		$375K Sell
4,528
-108
-2% -$7.31K 0.02% 222
2023
Q3 		$286K Buy
+4,636
New +$282K 0.02% 261

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Calamos Wealth Management's KKR Position: Q2 2026 in Review

Calamos Wealth Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,242 shares — an estimated $207K sold.

Calamos Wealth Management first reported a position in KKR in Q3 2023 and held it in 11 quarters. The position peaked at $580K in Q4 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Calamos Wealth Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 2,242 KKR & Co shares in Q2 2026, an estimated $207K.
  • Calamos Wealth Management first reported a position in KKR & Co in Q3 2023 and held it in 11 quarters.
  • Calamos Wealth Management's KKR & Co position peaked at $580K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.