COMPASS FINANCIAL MANAGEMENT LLC’s KKR & Co KKR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$18.1K	Buy	+174	New	+$16.9K	﹤0.01%	918

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KKR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in KKR & Co (KKR) in Q2 2026: 174 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings.

966 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 174 shares of KKR & Co worth $18.1K as of Q2 2026.
KKR & Co was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
KKR & Co made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #918 holding.
966 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.