CWP
KKR icon

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 		$314K Buy
+3,422
New +$332K 0.04% 169
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

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 $3.38T AUM 44.17% 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

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

Curated Wealth Partners opened a new position in KKR & Co (KKR) in Q2 2026: 3,422 shares worth $314K. The stake represents 0.04% of the portfolio and ranks #169 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. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Curated Wealth Partners held 3,422 shares of KKR & Co worth $314K as of Q2 2026.
  • KKR & Co was a new Curated Wealth Partners position in Q2 2026.
  • KKR & Co made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #169 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.
  • 1,286 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.