Consilium Wealth Advisory’s KKR & Co KKR Stock Holding History

Consilium Wealth Advisory’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 Q3	$799K	Buy	8,752 +196	+2%	+$20K	0.24%	64
2026 Q2	$785K	Buy	8,556 +57	+0.7%	+$5.53K	0.23%	63
2026 Q1	$786K	Sell	8,499 -1,140	-12%	-$120K	0.27%	57
2025 Q4	$1.23M	Buy	9,639 +971	+11%	+$121K	0.45%	37
2025 Q3	$1.13M	Sell	8,668 -633	-7%	-$89.9K	0.43%	37
2025 Q2	$1.24M	Buy	9,301 +4,855	+109%	+$568K	0.52%	35
2025 Q1	$514K	Buy	+4,446	New	+$612K	0.26%	58

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Consilium Wealth Advisory's KKR Position: Q3 2026 in Review

Consilium Wealth Advisory increased its KKR & Co (KKR) stake by 2.3% in Q3 2026, buying an estimated $20K and bringing the position to 8,752 shares worth $799K. The position accounts for 0.24% of the portfolio, ranked #64.

Consilium Wealth Advisory first reported a position in KKR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.24M in Q2 2025. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Consilium Wealth Advisory held 8,752 shares of KKR & Co worth $799K as of Q3 2026.
Consilium Wealth Advisory bought 196 KKR & Co shares in Q3 2026, an estimated $20K.
KKR & Co made up 0.24% of Consilium Wealth Advisory's portfolio in Q3 2026, its #64 holding.
Consilium Wealth Advisory first reported a position in KKR & Co in Q1 2025 and has held it in 7 quarters since.
Consilium Wealth Advisory's KKR & Co position peaked at $1.24M in Q2 2025.
643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.