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

Cassaday & Co 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 		$388K Sell
4,228
-1,553
-27% -$151K 0.01% 264
2026
Q1 		$535K Buy
5,781
+1,487
+35% +$157K 0.01% 206
2025
Q4 		$547K Buy
4,294
+3
+0.1% +$373 0.01% 206
2025
Q3 		$558K Buy
4,291
+2
+0% +$284 0.01% 201
2025
Q2 		$571K Buy
+4,289
New +$502K 0.01% 198
2025
Q1 		– Sell
-1,718
Closed -$254K – 331
2024
Q4 		$254K Buy
1,718
+3
+0.2% +$440 0.01% 278
2024
Q3 		$224K Buy
+1,715
New +$203K 0.01% 284

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's KKR Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its KKR & Co (KKR) stake by 27% in Q2 2026, selling an estimated $151K and leaving 4,228 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #264.

Cassaday & Co Wealth Management first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $571K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,228 shares of KKR & Co worth $388K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1,553 KKR & Co shares in Q2 2026, an estimated $151K.
  • KKR & Co made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Cassaday & Co Wealth Management first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
  • Cassaday & Co Wealth Management's KKR & Co position peaked at $571K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.