CreativeOne Wealth’s KKR & Co KKR Stock Holding History

CreativeOne 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	$339K	Sell	3,693 -19	-0.5%	-$1.84K	0.01%	946
2026 Q1	$343K	Buy	3,712 +1,607	+76%	+$169K	0.01%	932
2025 Q4	$268K	Sell	2,105 -185	-8%	-$23K	0.01%	998
2025 Q3	$298K	Sell	2,290 -357	-13%	-$50.7K	0.01%	955
2025 Q2	$352K	Buy	2,647 +32	+1%	+$3.75K	0.01%	869
2025 Q1	$302K	Buy	2,615 +691	+36%	+$95.1K	0.01%	871
2024 Q4	$285K	Buy	+1,924	New	+$282K	0.01%	901
2022 Q2	–	Sell	-4,140	Closed	-$242K	–	763
2022 Q1	$242K	Sell	4,140 -1,325	-24%	-$83.4K	0.01%	647
2021 Q4	$407K	Buy	5,465 +517	+10%	+$38.1K	0.02%	507
2021 Q3	$301K	Sell	4,948 -157	-3%	-$9.86K	0.02%	550
2021 Q2	$302K	Buy	+5,105	New	+$283K	0.02%	533

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CreativeOne Wealth's KKR Position: Q2 2026 in Review

CreativeOne Wealth reduced its KKR & Co (KKR) stake by 0.51% in Q2 2026, selling an estimated $1.84K and leaving 3,693 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #946.

CreativeOne Wealth first reported a position in KKR in Q2 2021 and has held it in 11 quarters since. The position peaked at $407K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

CreativeOne Wealth held 3,693 shares of KKR & Co worth $339K as of Q2 2026.
CreativeOne Wealth sold 19 KKR & Co shares in Q2 2026, an estimated $1.84K.
KKR & Co made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #946 holding.
CreativeOne Wealth first reported a position in KKR & Co in Q2 2021 and has held it in 11 quarters since.
CreativeOne Wealth's KKR & Co position peaked at $407K in Q4 2021.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.