CPL
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Capital & Planning LLC’s KKR & Co KKR Stock Holding History

Capital & Planning 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 		– Sell
-16
Closed -$1.48K – 99
2026
Q1 		$1.48K Buy
+16
New +$1.69K ﹤0.01% 151
2025
Q1 		– Sell
-16
Closed -$2.37K – 109
2024
Q4 		$2.37K Buy
+16
New +$2.35K ﹤0.01% 151

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital & Planning LLC's KKR Position: Q2 2026 in Review

Capital & Planning LLC sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 16 shares — an estimated $1.48K sold.

Capital & Planning LLC first reported a position in KKR in Q4 2024 and held it in 2 quarters. The position peaked at $2.37K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capital & Planning LLC reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 16 KKR & Co shares in Q2 2026, an estimated $1.48K.
  • Capital & Planning LLC first reported a position in KKR & Co in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's KKR & Co position peaked at $2.37K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.