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

Crestmont 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	$911K	Buy	+9,931	New	+$963K	0.26%	29

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

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

Crestmont Private Wealth opened a new position in KKR & Co (KKR) in Q2 2026: 9,931 shares worth $911K. The stake represents 0.26% of the portfolio and ranks #29 among its holdings.

1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Crestmont Private Wealth held 9,931 shares of KKR & Co worth $911K as of Q2 2026.
KKR & Co was a new Crestmont Private Wealth position in Q2 2026.
KKR & Co made up 0.26% of Crestmont Private Wealth's portfolio in Q2 2026, its #29 holding.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.