Creative Planning’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
149,655
+48,865
| +48% | +$5.15M | 0.01% | 559 |
|
|
2025
Q4 | $12.8M | Buy |
100,790
+7,502
| +8% | +$933K | 0.01% | 523 |
|
|
2025
Q3 | $12.1M | Buy |
93,288
+10,410
| +13% | +$1.48M | 0.01% | 505 |
|
|
2025
Q2 | $11M | Buy |
82,878
+3,410
| +4% | +$399K | 0.01% | 490 |
|
|
2025
Q1 | $9.19M | Buy |
79,468
+2,361
| +3% | +$325K | 0.01% | 513 |
|
|
2024
Q4 | $11.4M | Buy |
77,107
+7,980
| +12% | +$1.17M | 0.01% | 407 |
|
|
2024
Q3 | $9.03M | Buy |
69,127
+8,964
| +15% | +$1.06M | 0.01% | 468 |
|
|
2024
Q2 | $6.33M | Buy |
60,163
+7,505
| +14% | +$764K | 0.01% | 544 |
|
|
2024
Q1 | $5.3M | Buy |
52,658
+11,347
| +27% | +$1.04M | 0.01% | 583 |
|
|
2023
Q4 | $3.42M | Buy |
41,311
+5,392
| +15% | +$365K | 0.01% | 688 |
|
|
2023
Q3 | $2.21M | Buy |
35,919
+4,033
| +13% | +$245K | ﹤0.01% | 816 |
|
|
2023
Q2 | $1.79M | Buy |
31,886
+4,954
| +18% | +$260K | ﹤0.01% | 875 |
|
|
2023
Q1 | $1.41M | Sell |
26,932
-2,666
| -9% | -$143K | ﹤0.01% | 917 |
|
|
2022
Q4 | $1.37M | Sell |
29,598
-1,875
| -6% | -$91.4K | ﹤0.01% | 889 |
|
|
2022
Q3 | $1.35M | Buy |
31,473
+1,005
| +3% | +$50.8K | ﹤0.01% | 831 |
|
|
2022
Q2 | $1.41M | Sell |
30,468
-6,549
| -18% | -$344K | ﹤0.01% | 832 |
|
|
2022
Q1 | $2.16M | Buy |
37,017
+4,333
| +13% | +$273K | ﹤0.01% | 691 |
|
|
2021
Q4 | $2.44M | Sell |
32,684
-2,221
| -6% | -$164K | ﹤0.01% | 630 |
|
|
2021
Q3 | $2.13M | Buy |
34,905
+1,227
| +4% | +$77.1K | ﹤0.01% | 671 |
|
|
2021
Q2 | $2M | Buy |
33,678
+5,497
| +20% | +$305K | ﹤0.01% | 685 |
|
|
2021
Q1 | $1.38M | Sell |
28,181
-10,422
| -27% | -$466K | ﹤0.01% | 881 |
|
|
2020
Q4 | $1.56M | Sell |
38,603
-3,787
| -9% | -$143K | ﹤0.01% | 761 |
|
|
2020
Q3 | $1.46M | Buy |
42,390
+1,022
| +2% | +$35.7K | ﹤0.01% | 678 |
|
|
2020
Q2 | $1.28M | Buy |
41,368
+1,301
| +3% | +$35K | ﹤0.01% | 649 |
|
|
2020
Q1 | $940K | Buy |
40,067
+2,047
| +5% | +$58.8K | ﹤0.01% | 676 |
|
|
2019
Q4 | $1.11M | Sell |
38,020
-2,529
| -6% | -$72K | ﹤0.01% | 741 |
|
|
2019
Q3 | $1.09M | Sell |
40,549
-4,947
| -11% | -$130K | ﹤0.01% | 716 |
|
|
2019
Q2 | $1.15M | Sell |
45,496
-628
| -1% | -$15K | ﹤0.01% | 710 |
|
|
2019
Q1 | $1.08M | Sell |
46,124
-649
| -1% | -$14.8K | ﹤0.01% | 706 |
|
|
2018
Q4 | $918K | Sell |
46,773
-6,718
| -13% | -$154K | ﹤0.01% | 706 |
|
|
2018
Q3 | $1.46M | Sell |
53,491
-11,979
| -18% | -$320K | 0.01% | 590 |
|
|
2018
Q2 | $1.63M | Sell |
65,470
-14
| -0% | -$311 | 0.01% | 529 |
|
|
2018
Q1 | $1.33M | Buy |
65,484
+10,995
| +20% | +$244K | 0.01% | 589 |
|
|
2017
Q4 | $1.15M | Sell |
54,489
-10,466
| -16% | -$210K | ﹤0.01% | 659 |
|
|
2017
Q3 | $1.32M | Buy |
64,955
+18,434
| +40% | +$350K | 0.01% | 594 |
|
|
2017
Q2 | $865K | Sell |
46,521
-64,621
| -58% | -$1.18M | ﹤0.01% | 755 |
|
|
2017
Q1 | $2.03M | Sell |
111,142
-7,888
| -7% | -$140K | 0.01% | 424 |
|
|
2016
Q4 | $1.83M | Buy |
119,030
+62,812
| +112% | +$947K | 0.01% | 429 |
|
|
2016
Q3 | $802K | Buy |
56,218
+4,921
| +10% | +$69.8K | 0.01% | 686 |
|
|
2016
Q2 | $633K | Sell |
51,297
-18,607
| -27% | -$249K | ﹤0.01% | 678 |
|
|
2016
Q1 | $1.03M | Buy |
69,904
+18,656
| +36% | +$254K | 0.01% | 496 |
|
|
2015
Q4 | $799K | Buy |
51,248
+3,252
| +7% | +$55.6K | 0.01% | 575 |
|
|
2015
Q3 | $805K | Buy |
47,996
+16,263
| +51% | +$346K | 0.01% | 549 |
|
|
2015
Q2 | $725K | Sell |
31,733
-12,843
| -29% | -$295K | 0.01% | 567 |
|
|
2015
Q1 | $1.02M | Sell |
44,576
-5,748
| -11% | -$136K | 0.01% | 449 |
|
|
2014
Q4 | $1.17M | Sell |
50,324
-2,352
| -4% | -$51.5K | 0.01% | 405 |
|
|
2014
Q3 | $1.18M | Buy |
52,676
+18,734
| +55% | +$439K | 0.01% | 352 |
|
|
2014
Q2 | $826K | Sell |
33,942
-218
| -0.6% | -$5.08K | 0.01% | 450 |
|
|
2014
Q1 | $780K | Buy |
34,160
+14,999
| +78% | +$363K | 0.01% | 449 |
|
|
2013
Q4 | $466K | Buy |
19,161
+15,488
| +422% | +$356K | 0.01% | 536 |
|
|
2013
Q3 | $76K | Sell |
3,673
-484
| -12% | -$9.7K | ﹤0.01% | 1283 |
|
|
2013
Q2 | $82K | Buy |
+4,157
| New | +$82.5K | ﹤0.01% | 1094 |
|
Other funds holding KKR
VCM
Creative Planning's KKR Position: Q1 2026 in Review
Creative Planning increased its KKR & Co (KKR) stake by 48% in Q1 2026, buying an estimated $5.15M and bringing the position to 149,655 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #559.
Creative Planning first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Creative Planning held 149,655 shares of KKR & Co worth $13.8M as of Q1 2026.
- Creative Planning bought 48,865 KKR & Co shares in Q1 2026, an estimated $5.15M.
- KKR & Co made up 0.01% of Creative Planning's portfolio in Q1 2026, its #559 holding.
- Creative Planning first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.