Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s KKR & Co KKR Stock Holding History

Carson Wealth (CWM 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
Q1 		$11.2M Buy
121,243
+106,982
+750% +$11.3M 0.03% 508
2025
Q4 		$1.82M Buy
14,261
+4,132
+41% +$514K ﹤0.01% 1186
2025
Q3 		$1.32M Buy
10,129
+431
+4% +$61.2K ﹤0.01% 1264
2025
Q2 		$1.29M Buy
9,698
+711
+8% +$83.2K ﹤0.01% 1132
2025
Q1 		$1.04M Buy
8,987
+398
+5% +$54.8K ﹤0.01% 1105
2024
Q4 		$1.27M Buy
8,589
+744
+9% +$109K 0.01% 954
2024
Q3 		$1.02M Sell
7,845
-570
-7% -$67.4K ﹤0.01% 1014
2024
Q2 		$886K Buy
8,415
+631
+8% +$64.2K ﹤0.01% 954
2024
Q1 		$783K Buy
7,784
+570
+8% +$52.4K ﹤0.01% 957
2023
Q4 		$598K Sell
7,214
-365
-5% -$24.7K ﹤0.01% 996
2023
Q3 		$467K Buy
7,579
+62
+0.8% +$3.77K ﹤0.01% 1001
2023
Q2 		$421K Buy
7,517
+546
+8% +$28.6K ﹤0.01% 992
2023
Q1 		$366K Buy
6,971
+194
+3% +$10.4K ﹤0.01% 989
2022
Q4 		$315K Sell
6,777
-961
-12% -$46.8K ﹤0.01% 939
2022
Q3 		$333K Buy
7,738
+1,355
+21% +$68.5K ﹤0.01% 875
2022
Q2 		$295K Buy
6,383
+3,204
+101% +$168K ﹤0.01% 899
2022
Q1 		$186K Buy
3,179
+385
+14% +$24.2K ﹤0.01% 1062
2021
Q4 		$208K Buy
+2,794
New +$206K ﹤0.01% 1006
2021
Q2 		$157K Hold
2,652
– – ﹤0.01% 982
2021
Q1 		$157K Hold
2,652
– – ﹤0.01% 982
2020
Q4 		$157K Hold
2,652
– – ﹤0.01% 982
2020
Q3 		$157K Hold
2,652
– – ﹤0.01% 982
2020
Q2 		$157K Hold
2,652
– – ﹤0.01% 982
2020
Q1 		$157K Hold
2,652
– – ﹤0.01% 982
2019
Q4 		$157K Hold
2,652
– – ﹤0.01% 982
2019
Q3 		$157K Hold
2,652
– – ﹤0.01% 982
2019
Q2 		$157K Hold
2,652
– – ﹤0.01% 982
2019
Q1 		$157K Buy
2,652
+2,103
+383% +$47.9K ﹤0.01% 982
2018
Q4 		$11K Buy
+549
New +$12.6K ﹤0.01% 1305
2016
Q3 		– Sell
-841
Closed -$10K – 1030
2016
Q2 		$10K Buy
+841
New +$11.3K ﹤0.01% 555

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KKR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its KKR & Co (KKR) stake by 750% in Q1 2026, buying an estimated $11.3M and bringing the position to 121,243 shares worth $11.2M. The position accounts for 0.03% of the portfolio, ranked #508.

Carson Wealth (CWM LLC) first reported a position in KKR in Q2 2016 and has held it in 30 quarters since. 1,284 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 121,243 shares of KKR & Co worth $11.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 106,982 KKR & Co shares in Q1 2026, an estimated $11.3M.
  • KKR & Co made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #508 holding.
  • Carson Wealth (CWM LLC) first reported a position in KKR & Co in Q2 2016 and has held it in 30 quarters since.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.