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Catalyst Financial Partners’s KKR & Co KKR Stock Holding History

Catalyst Financial Partners’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 		$214K Buy
+2,331
New +$226K 0.02% 395
2026
Q1 		– Sell
-1,833
Closed -$234K – 378
2025
Q4 		$234K Buy
1,833
+198
+12% +$24.6K 0.03% 280
2025
Q3 		$212K Buy
+1,635
New +$232K 0.03% 302

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

Catalyst Financial Partners's KKR Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in KKR & Co (KKR) in Q2 2026: 2,331 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in KKR as recently as Q4 2025.

Catalyst Financial Partners first reported a position in KKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Catalyst Financial Partners held 2,331 shares of KKR & Co worth $214K as of Q2 2026.
  • KKR & Co was a new Catalyst Financial Partners position in Q2 2026.
  • KKR & Co made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #395 holding.
  • Catalyst Financial Partners first reported a position in KKR & Co in Q3 2025 and has held it in 3 quarters since.
  • Catalyst Financial Partners's KKR & Co position peaked at $234K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.