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Crestwood Advisors Group’s KKR & Co KKR Stock Holding History

Crestwood Advisors Group’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 		$516K Buy
5,627
+505
+10% +$49K 0.01% 478
2026
Q1 		$474K Sell
5,122
-463
-8% -$48.8K 0.01% 439
2025
Q4 		$712K Buy
5,585
+666
+14% +$82.8K 0.01% 327
2025
Q3 		$639K Buy
4,919
+306
+7% +$43.4K 0.01% 329
2025
Q2 		$614K Buy
4,613
+20
+0.4% +$2.34K 0.01% 320
2025
Q1 		$531K Buy
4,593
+21
+0.5% +$2.89K 0.01% 335
2024
Q4 		$676K Sell
4,572
-115
-2% -$16.9K 0.01% 272
2024
Q3 		$612K Buy
4,687
+29
+0.6% +$3.43K 0.01% 271
2024
Q2 		$490K Buy
4,658
+94
+2% +$9.57K 0.01% 281
2024
Q1 		$459K Buy
4,564
+1,858
+69% +$171K 0.01% 288
2023
Q4 		$224K Buy
+2,706
New +$183K 0.01% 373
2017
Q2 		– Sell
-2,000
Closed -$37K – 308
2017
Q1 		$37K Buy
+2,000
New +$35.5K ﹤0.01% 298

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's KKR Position: Q2 2026 in Review

Crestwood Advisors Group increased its KKR & Co (KKR) stake by 9.9% in Q2 2026, buying an estimated $49K and bringing the position to 5,627 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #478.

Crestwood Advisors Group first reported a position in KKR in Q1 2017 and has held it in 12 quarters since. The position peaked at $712K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Crestwood Advisors Group held 5,627 shares of KKR & Co worth $516K as of Q2 2026.
  • Crestwood Advisors Group bought 505 KKR & Co shares in Q2 2026, an estimated $49K.
  • KKR & Co made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #478 holding.
  • Crestwood Advisors Group first reported a position in KKR & Co in Q1 2017 and has held it in 12 quarters since.
  • Crestwood Advisors Group's KKR & Co position peaked at $712K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.