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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Consilium Wealth Advisory's KKR Position: Q2 2026 in Review

Consilium Wealth Advisory increased its KKR & Co (KKR) stake by 0.67% in Q2 2026, buying an estimated $5.53K and bringing the position to 8,556 shares worth $785K. The position accounts for 0.23% of the portfolio, ranked #63.

Consilium Wealth Advisory first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2025. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Consilium Wealth Advisory held 8,556 shares of KKR & Co worth $785K as of Q2 2026.
Consilium Wealth Advisory bought 57 KKR & Co shares in Q2 2026, an estimated $5.53K.
KKR & Co made up 0.23% of Consilium Wealth Advisory's portfolio in Q2 2026, its #63 holding.
Consilium Wealth Advisory first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Consilium Wealth Advisory's KKR & Co position peaked at $1.24M in Q2 2025.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.