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

Cove 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	$964K	Sell	10,500 -1,515	-13%	-$147K	0.19%	95
2026 Q1	$1.11M	Sell	12,015 -8,112	-40%	-$855K	0.25%	72
2025 Q4	$2.57M	Sell	20,127 -1,500	-7%	-$187K	0.76%	30
2025 Q3	$2.81M	Sell	21,627 -61	-0.3%	-$8.66K	0.89%	24
2025 Q2	$2.89M	Buy	21,688 +12,127	+127%	+$1.42M	1.02%	21
2025 Q1	$1.11M	Buy	+9,561	New	+$1.32M	0.58%	47

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Cove Private Wealth reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $147K and leaving 10,500 shares worth $964K. The position accounts for 0.19% of the portfolio, ranked #95.

Cove Private Wealth first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q2 2025. 466 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Cove Private Wealth held 10,500 shares of KKR & Co worth $964K as of Q2 2026.
Cove Private Wealth sold 1,515 KKR & Co shares in Q2 2026, an estimated $147K.
KKR & Co made up 0.19% of Cove Private Wealth's portfolio in Q2 2026, its #95 holding.
Cove Private Wealth first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Cove Private Wealth's KKR & Co position peaked at $2.89M in Q2 2025.
466 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.