Curated Wealth Partners’s KKR & Co KKR Stock Holding History

Curated Wealth Partners’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	$944K	Buy	+463,724	New	+$45M	0.12%	147
2026 Q1	–	Sell	-2,473	Closed	-$315K	–	246
2025 Q4	$315K	Buy	+2,473	New	+$308K	0.03%	154
2024 Q1	–	Sell	-11,879	Closed	-$984K	–	214
2023 Q4	$984K	Sell	11,879 -2,115	-15%	-$143K	0.16%	44
2023 Q3	$862K	Sell	13,994 -1,258	-8%	-$76.4K	0.16%	43
2023 Q2	$854K	Sell	15,252 -201	-1%	-$10.5K	0.17%	46
2023 Q1	$812K	Sell	15,453 -1,065	-6%	-$57.2K	0.18%	44
2022 Q4	$767K	Buy	16,518 +347	+2%	+$16.9K	0.19%	45
2022 Q3	$696K	Sell	16,171 -235	-1%	-$11.9K	0.2%	42
2022 Q2	$761K	Buy	16,406 +4,952	+43%	+$260K	0.22%	43
2022 Q1	$852K	Hold	11,454	–	–	0.29%	40
2021 Q4	$852K	Sell	11,454 -1,528	-12%	-$113K	0.28%	42
2021 Q3	$790K	Sell	12,982 -1,153	-8%	-$72.4K	0.44%	40
2021 Q2	$837K	Buy	14,135 +1,762	+14%	+$97.8K	0.46%	36
2021 Q1	$604K	Buy	12,373 +1,959	+19%	+$87.7K	0.37%	52
2020 Q4	$422K	Buy	+10,414	New	+$393K	0.27%	73

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners's KKR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in KKR & Co (KKR) in Q2 2026: 463,724 shares worth $944K. The stake represents 0.12% of the portfolio and ranks #147 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in KKR as recently as Q4 2025.

Curated Wealth Partners first reported a position in KKR in Q4 2020 and has held it in 15 quarters since. The position peaked at $984K in Q4 2023. 366 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Curated Wealth Partners held 463,724 shares of KKR & Co worth $944K as of Q2 2026.
KKR & Co was a new Curated Wealth Partners position in Q2 2026.
KKR & Co made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #147 holding.
Curated Wealth Partners first reported a position in KKR & Co in Q4 2020 and has held it in 15 quarters since.
Curated Wealth Partners's KKR & Co position peaked at $984K in Q4 2023.
366 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.