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

Concord 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 		$18.4K Buy
+200
New +$19.4K ﹤0.01% 485
2026
Q1 		– Sell
-200
Closed -$25.5K – 521
2025
Q4 		$25.5K Sell
200
-199
-50% -$24.8K ﹤0.01% 415
2025
Q3 		$51.9K Sell
399
-2,452
-86% -$348K 0.01% 328
2025
Q2 		$379K Sell
2,851
-386
-12% -$45.2K 0.06% 159
2025
Q1 		$374K Sell
3,237
-129
-4% -$17.7K 0.06% 156
2024
Q4 		$498K Sell
3,366
-646
-16% -$94.8K 0.08% 143
2024
Q3 		$524K Sell
4,012
-120
-3% -$14.2K 0.09% 132
2024
Q2 		$435K Buy
4,132
+11
+0.3% +$1.12K 0.08% 149
2024
Q1 		$414K Buy
4,121
+3,153
+326% +$290K 0.07% 157
2023
Q4 		$80.2K Sell
968
-2,329
-71% -$158K 0.02% 300
2023
Q3 		$203K Buy
3,297
+1,369
+71% +$83.1K 0.04% 195
2023
Q2 		$108K Hold
1,928
– – 0.02% 268
2023
Q1 		$101K Sell
1,928
-150
-7% -$8.05K 0.03% 247
2022
Q4 		$96.5K Buy
+2,078
New +$101K 0.03% 261
2022
Q3 		– Sell
-2,078
Closed -$96K – 677
2022
Q2 		$96K Hold
2,078
– – 0.03% 267
2022
Q1 		$122K Hold
2,078
– – 0.03% 264
2021
Q4 		$155K Buy
2,078
+150
+8% +$11.1K 0.04% 225
2021
Q3 		$117K Sell
1,928
-396
-17% -$24.9K 0.05% 121
2021
Q2 		$138K Hold
2,324
– – 0.04% 182
2021
Q1 		$114K Hold
2,324
– – 0.04% 196
2020
Q4 		$94K Buy
+2,324
New +$87.8K 0.07% 138

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
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

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

Concord Wealth Partners opened a new position in KKR & Co (KKR) in Q2 2026: 200 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KKR as recently as Q4 2025.

Concord Wealth Partners first reported a position in KKR in Q4 2020 and has held it in 21 quarters since. The position peaked at $524K in Q3 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Concord Wealth Partners held 200 shares of KKR & Co worth $18.4K as of Q2 2026.
  • KKR & Co was a new Concord Wealth Partners position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #485 holding.
  • Concord Wealth Partners first reported a position in KKR & Co in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's KKR & Co position peaked at $524K in Q3 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.