CFM
KKR icon

Compass Financial Management’s KKR & Co KKR Stock Holding History

Compass Financial 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 		$18.1K Buy
+174
New +$16.9K ﹤0.01% 918

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

Compass Financial Management's KKR Position: Q2 2026 in Review

Compass Financial Management 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.

1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Compass Financial Management held 174 shares of KKR & Co worth $18.1K as of Q2 2026.
  • KKR & Co was a new Compass Financial Management position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #918 holding.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.