Cornerstone Wealth Management’s KKR & Co KKR Stock Holding History

Cornerstone Wealth Management’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	$471K	Sell	5,128 -189	-4%	-$18.3K	0.02%	507
2026 Q1	$492K	Sell	5,317 -1,479	-22%	-$156K	0.02%	451
2025 Q4	$866K	Buy	6,796 +2,175	+47%	+$271K	0.05%	319
2025 Q3	$601K	Buy	4,621 +251	+6%	+$35.6K	0.03%	375
2025 Q2	$581K	Buy	4,370 +950	+28%	+$111K	0.04%	366
2025 Q1	$395K	Buy	+3,420	New	+$471K	0.03%	420

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Cornerstone Wealth Management's KKR Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its KKR & Co (KKR) stake by 3.6% in Q2 2026, selling an estimated $18.3K and leaving 5,128 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #507.

Cornerstone Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $866K in Q4 2025. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Cornerstone Wealth Management held 5,128 shares of KKR & Co worth $471K as of Q2 2026.
Cornerstone Wealth Management sold 189 KKR & Co shares in Q2 2026, an estimated $18.3K.
KKR & Co made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #507 holding.
Cornerstone Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's KKR & Co position peaked at $866K in Q4 2025.
321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.