Catalyst Private Wealth’s KKR & Co KKR Stock Holding History

Catalyst Private Wealth’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	$337K	Sell	3,668 -6	-0.2%	-$582	0.16%	66
2026 Q1	$340K	Buy	3,674 +121	+3%	+$12.8K	0.18%	58
2025 Q4	$453K	Buy	3,553 +31	+0.9%	+$3.86K	0.2%	55
2025 Q3	$458K	Buy	3,522 +6	+0.2%	+$852	0.2%	53
2025 Q2	$468K	Buy	3,516 +643	+22%	+$75.3K	0.21%	51
2025 Q1	$332K	Buy	2,873 +4	+0.1%	+$550	0.16%	61
2024 Q4	$424K	Hold	2,869	–	–	0.19%	56
2024 Q3	$375K	Hold	2,869	–	–	0.18%	62
2024 Q2	$302K	Buy	+2,869	New	+$292K	0.16%	67

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Catalyst Private Wealth's KKR Position: Q2 2026 in Review

Catalyst Private Wealth reduced its KKR & Co (KKR) stake by 0.16% in Q2 2026, selling an estimated $582 and leaving 3,668 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #66.

Catalyst Private Wealth first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $468K in Q2 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Catalyst Private Wealth held 3,668 shares of KKR & Co worth $337K as of Q2 2026.
Catalyst Private Wealth sold 6 KKR & Co shares in Q2 2026, an estimated $582.
KKR & Co made up 0.16% of Catalyst Private Wealth's portfolio in Q2 2026, its #66 holding.
Catalyst Private Wealth first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Catalyst Private Wealth's KKR & Co position peaked at $468K in Q2 2025.
493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.