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Creative Financial Designs’s KKR & Co KKR Stock Holding History

Creative Financial Designs’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 		$11K Buy
120
+1
+0.8% +$97 ﹤0.01% 1491
2026
Q1 		$11K Buy
119
+10
+9% +$1.05K ﹤0.01% 1382
2025
Q4 		$13.9K Hold
109
– – ﹤0.01% 1265
2025
Q3 		$14.2K Hold
109
– – ﹤0.01% 1258
2025
Q2 		$14.5K Sell
109
-7
-6% -$819 ﹤0.01% 1228
2025
Q1 		$13.4K Buy
116
+7
+6% +$963 ﹤0.01% 1210
2024
Q4 		$16.1K Buy
109
+1
+0.9% +$147 ﹤0.01% 1104
2024
Q3 		$14.2K Hold
108
– – ﹤0.01% 1103
2024
Q2 		$11.4K Hold
108
– – ﹤0.01% 1119
2024
Q1 		$10.9K Hold
108
– – ﹤0.01% 1119
2023
Q4 		$8.94K Sell
108
-99
-48% -$6.7K ﹤0.01% 1121
2023
Q3 		$12.8K Hold
207
– – ﹤0.01% 962
2023
Q2 		$11.6K Buy
207
+1
+0.5% +$52 ﹤0.01% 977
2023
Q1 		$10.8K Hold
206
– – ﹤0.01% 941
2022
Q4 		$9.55K Buy
206
+1
+0.5% +$49 ﹤0.01% 908
2022
Q3 		$9K Hold
205
– – ﹤0.01% 913
2022
Q2 		$9K Buy
205
+1
+0.5% +$52 ﹤0.01% 887
2022
Q1 		$12K Buy
204
+1
+0.5% +$63 ﹤0.01% 869
2021
Q4 		$15K Hold
203
– – ﹤0.01% 821
2021
Q3 		$12K Hold
203
– – ﹤0.01% 974
2021
Q2 		$12K Buy
203
+1
+0.5% +$55 ﹤0.01% 983
2021
Q1 		$10K Buy
202
+1
+0.5% +$45 ﹤0.01% 935
2020
Q4 		$8K Hold
201
– – ﹤0.01% 901
2020
Q3 		$7K Buy
201
+1
+0.5% +$35 ﹤0.01% 873
2020
Q2 		$6K Buy
+200
New +$5.37K ﹤0.01% 848

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 $3.38T AUM 44.17% 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

Creative Financial Designs's KKR Position: Q2 2026 in Review

Creative Financial Designs increased its KKR & Co (KKR) stake by 0.84% in Q2 2026, buying an estimated $97 and bringing the position to 120 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Creative Financial Designs first reported a position in KKR in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.1K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Creative Financial Designs held 120 shares of KKR & Co worth $11K as of Q2 2026.
  • Creative Financial Designs bought 1 KKR & Co share in Q2 2026, an estimated $97.
  • KKR & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1491 holding.
  • Creative Financial Designs first reported a position in KKR & Co in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's KKR & Co position peaked at $16.1K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.