Corient Private Wealth
KKR icon

Corient Private Wealth’s KKR & Co KKR Stock Holding History

Corient Private Wealth’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 		$22.5M Sell
245,319
-86,400
-26% -$8.38M 0.03% 384
2026
Q1 		$30.6M Buy
331,719
+30,349
+10% +$3.2M 0.04% 316
2025
Q4 		$38.4M Buy
301,370
+10,470
+4% +$1.3M 0.05% 287
2025
Q3 		$37.8M Buy
290,900
+136,665
+89% +$19.4M 0.06% 275
2025
Q2 		$20.5M Sell
154,235
-7,723
-5% -$904K 0.03% 390
2025
Q1 		$18.7M Buy
161,958
+6,714
+4% +$924K 0.03% 400
2024
Q4 		$23M Buy
155,244
+95,319
+159% +$14M 0.04% 367
2024
Q3 		$7.83M Sell
59,925
-84,031
-58% -$9.94M 0.01% 626
2024
Q2 		$15.2M Buy
143,956
+96,459
+203% +$9.82M 0.03% 437
2024
Q1 		$4.78M Sell
47,497
-67,055
-59% -$6.17M 0.01% 715
2023
Q4 		$9.49M Buy
114,552
+20,488
+22% +$1.39M 0.02% 533
2023
Q3 		$5.8M Sell
94,064
-769
-0.8% -$46.7K 0.01% 608
2023
Q2 		$5.31M Sell
94,833
-159,322
-63% -$8.35M 0.01% 617
2023
Q1 		$13.3M Buy
254,155
+185,035
+268% +$9.93M 0.04% 386
2022
Q4 		$3.21M Buy
+69,120
New +$3.37M 0.01% 592

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

Corient Private Wealth's KKR Position: Q2 2026 in Review

Corient Private Wealth reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $8.38M and leaving 245,319 shares worth $22.5M. The position accounts for 0.03% of the portfolio, ranked #384.

Corient Private Wealth first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.4M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Corient Private Wealth held 245,319 shares of KKR & Co worth $22.5M as of Q2 2026.
  • Corient Private Wealth sold 86,400 KKR & Co shares in Q2 2026, an estimated $8.38M.
  • KKR & Co made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #384 holding.
  • Corient Private Wealth first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's KKR & Co position peaked at $38.4M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.