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Cornerstone Planning Group’s KKR & Co KKR Stock Holding History

Cornerstone Planning Group’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 		$98.6K Sell
1,032
-8
-0.8% -$776 0.01% 248
2026
Q1 		$106K Buy
1,040
+97
+10% +$10.2K 0.01% 238
2025
Q4 		$110K Buy
943
+3
+0.3% +$373 0.02% 205
2025
Q3 		$111K Buy
940
+12
+1% +$1.7K 0.02% 203
2025
Q2 		$132K Buy
928
+29
+3% +$3.4K 0.03% 115
2025
Q1 		$96K Buy
899
+37
+4% +$5.09K 0.02% 145
2024
Q4 		$139K Buy
862
+7
+0.8% +$1.03K 0.03% 92
2024
Q3 		$119K Buy
855
+8
+0.9% +$947 0.03% 103
2024
Q2 		$90K Buy
847
+834
+6,415% +$84.9K 0.03% 140
2024
Q1 		$1.24K Buy
+13
New +$1.2K ﹤0.01% 740
2023
Q4 		– Sell
-7
Closed -$431 – 992
2023
Q3 		$431 Buy
+7
New +$425 ﹤0.01% 913

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's KKR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its KKR & Co (KKR) stake by 0.77% in Q2 2026, selling an estimated $776 and leaving 1,032 shares worth $98.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Cornerstone Planning Group first reported a position in KKR in Q3 2023 and has held it in 11 quarters since. The position peaked at $139K in Q4 2024. 694 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cornerstone Planning Group held 1,032 shares of KKR & Co worth $98.6K as of Q2 2026.
  • Cornerstone Planning Group sold 8 KKR & Co shares in Q2 2026, an estimated $776.
  • KKR & Co made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #248 holding.
  • Cornerstone Planning Group first reported a position in KKR & Co in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's KKR & Co position peaked at $139K in Q4 2024.
  • 694 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.