CWP
KKR icon

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

Clark 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 		$4.41K Buy
48
+25
+109% +$2.42K ﹤0.01% 326
2026
Q1 		$2.13K Sell
23
-32
-58% -$3.37K ﹤0.01% 447
2025
Q4 		$7.01K Hold
55
– – ﹤0.01% 287
2025
Q3 		$7.01K Hold
55
– – ﹤0.01% 287
2025
Q2 		$7.32K Buy
+55
New +$6.44K ﹤0.01% 243
2025
Q1 		– Sell
-37
Closed -$5.47K – 565
2024
Q4 		$5.47K Buy
+37
New +$5.43K ﹤0.01% 227

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Clark Wealth Partners increased its KKR & Co (KKR) stake by 109% in Q2 2026, buying an estimated $2.42K and bringing the position to 48 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Clark Wealth Partners first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.32K in Q2 2025. 1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Clark Wealth Partners held 48 shares of KKR & Co worth $4.41K as of Q2 2026.
  • Clark Wealth Partners bought 25 KKR & Co shares in Q2 2026, an estimated $2.42K.
  • KKR & Co made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #326 holding.
  • Clark Wealth Partners first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's KKR & Co position peaked at $7.32K in Q2 2025.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.