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

Chemistry 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 		$1.03M Buy
11,246
+4
+0% +$388 0.17% 83
2026
Q1 		$1.04M Buy
11,242
+4
+0% +$422 0.18% 78
2025
Q4 		$1.43M Sell
11,238
-1,004
-8% -$125K 0.27% 59
2025
Q3 		$1.59M Buy
12,242
+3
+0% +$426 0.31% 53
2025
Q2 		$1.63M Buy
12,239
+90
+0.7% +$10.5K 0.35% 48
2025
Q1 		$1.4M Buy
12,149
+3
+0% +$413 0.33% 47
2024
Q4 		$1.8M Buy
12,146
+2
+0% +$293 0.42% 36
2024
Q3 		$1.59M Buy
12,144
+972
+9% +$115K 0.38% 45
2024
Q2 		$1.18M Buy
11,172
+211
+2% +$21.5K 0.3% 51
2024
Q1 		$1.1M Buy
10,961
+157
+1% +$14.4K 0.3% 55
2023
Q4 		$895K Hold
10,804
– – 0.27% 62
2023
Q3 		$666K Sell
10,804
-3,073
-22% -$187K 0.22% 71
2023
Q2 		$777K Hold
13,877
– – 0.25% 65
2023
Q1 		$729K Sell
13,877
-170
-1% -$9.12K 0.25% 68
2022
Q4 		$652K Sell
14,047
-145
-1% -$7.07K 0.25% 68
2022
Q3 		$610K Buy
14,192
+80
+0.6% +$4.04K 0.24% 73
2022
Q2 		$653K Buy
14,112
+1,781
+14% +$93.4K 0.25% 73
2022
Q1 		$721K Buy
+12,331
New +$776K 0.25% 65

Other funds holding KKR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Chemistry Wealth Management's KKR Position: Q2 2026 in Review

Chemistry Wealth Management increased its KKR & Co (KKR) stake by 0.04% in Q2 2026, buying an estimated $388 and bringing the position to 11,246 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #83.

Chemistry Wealth Management first reported a position in KKR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2024. 528 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Chemistry Wealth Management held 11,246 shares of KKR & Co worth $1.03M as of Q2 2026.
  • Chemistry Wealth Management bought 4 KKR & Co shares in Q2 2026, an estimated $388.
  • KKR & Co made up 0.17% of Chemistry Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Chemistry Wealth Management first reported a position in KKR & Co in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's KKR & Co position peaked at $1.8M in Q4 2024.
  • 528 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.