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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Consilium Wealth Advisory's KKR Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its KKR & Co (KKR) stake by 12% in Q1 2026, selling an estimated $120K and leaving 8,499 shares worth $786K. The position accounts for 0.27% of the portfolio, ranked #57.

Consilium Wealth Advisory first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Consilium Wealth Advisory held 8,499 shares of KKR & Co worth $786K as of Q1 2026.
Consilium Wealth Advisory sold 1,140 KKR & Co shares in Q1 2026, an estimated $120K.
KKR & Co made up 0.27% of Consilium Wealth Advisory's portfolio in Q1 2026, its #57 holding.
Consilium Wealth Advisory first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
Consilium Wealth Advisory's KKR & Co position peaked at $1.24M in Q2 2025.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.