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CFM Wealth Partners’s KKR & Co KKR Stock Holding History

CFM Wealth 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 		$2.9M Sell
31,623
-847
-3% -$82.1K 0.37% 53
2026
Q1 		$3M Sell
32,470
-3,544
-10% -$374K 0.45% 48
2025
Q4 		$4.59M Buy
36,014
+1,687
+5% +$210K 0.66% 40
2025
Q3 		$4.46M Buy
34,327
+3,185
+10% +$452K 0.65% 41
2025
Q2 		$4.14M Buy
31,142
+2,927
+10% +$343K 0.66% 42
2025
Q1 		$3.26M Buy
28,215
+1,886
+7% +$259K 0.58% 44
2024
Q4 		$3.89M Buy
26,329
+703
+3% +$103K 0.66% 42
2024
Q3 		$3.35M Buy
25,626
+3,971
+18% +$470K 0.58% 42
2024
Q2 		$2.28M Buy
21,655
+4,507
+26% +$459K 0.42% 54
2024
Q1 		$1.72M Buy
17,148
+3,985
+30% +$366K 0.35% 62
2023
Q4 		$1.09M Buy
13,163
+96
+0.7% +$6.5K 0.25% 72
2023
Q3 		$805K Buy
13,067
+90
+0.7% +$5.46K 0.21% 75
2023
Q2 		$727K Sell
12,977
-276
-2% -$14.5K 0.18% 90
2023
Q1 		$696K Sell
13,253
-948
-7% -$50.9K 0.19% 89
2022
Q4 		$659K Sell
14,201
-12,293
-46% -$599K 0.2% 92
2022
Q3 		$1.14M Sell
26,494
-3,528
-12% -$178K 0.36% 62
2022
Q2 		$1.39M Sell
30,022
-1,841
-6% -$96.6K 0.42% 62
2022
Q1 		$1.86M Sell
31,863
-5,542
-15% -$349K 0.45% 59
2021
Q4 		$2.75M Buy
37,405
+23,073
+161% +$1.7M 0.61% 46
2021
Q3 		$872K Buy
14,332
+2,731
+24% +$172K 0.22% 87
2021
Q2 		$687K Buy
+11,601
New +$644K 0.18% 88

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

CFM Wealth Partners's KKR Position: Q2 2026 in Review

CFM Wealth Partners reduced its KKR & Co (KKR) stake by 2.6% in Q2 2026, selling an estimated $82.1K and leaving 31,623 shares worth $2.9M. The position accounts for 0.37% of the portfolio, ranked #53.

CFM Wealth Partners first reported a position in KKR in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.59M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • CFM Wealth Partners held 31,623 shares of KKR & Co worth $2.9M as of Q2 2026.
  • CFM Wealth Partners sold 847 KKR & Co shares in Q2 2026, an estimated $82.1K.
  • KKR & Co made up 0.37% of CFM Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • CFM Wealth Partners first reported a position in KKR & Co in Q2 2021 and has held it in 21 quarters since.
  • CFM Wealth Partners's KKR & Co position peaked at $4.59M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.