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CWA Asset Management Group’s KKR & Co KKR Stock Holding History

CWA Asset Management 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 		$834K Buy
9,089
+1,517
+20% +$147K 0.03% 414
2026
Q1 		$700K Sell
7,572
-192
-2% -$20.2K 0.02% 427
2025
Q4 		$990K Sell
7,764
-17
-0.2% -$2.12K 0.04% 359
2025
Q3 		$1.01M Sell
7,781
-5,659
-42% -$803K 0.04% 350
2025
Q2 		$1.79M Sell
13,440
-1,628
-11% -$191K 0.08% 228
2025
Q1 		$1.74M Sell
15,068
-54
-0.4% -$7.43K 0.08% 211
2024
Q4 		$2.24M Buy
15,122
+1,248
+9% +$183K 0.11% 160
2024
Q3 		$1.81M Buy
+13,874
New +$1.64M 0.1% 166
2024
Q1 		$1.28M Buy
12,741
+431
+4% +$39.6K 0.08% 185
2023
Q4 		$1.02M Buy
12,310
+114
+0.9% +$7.72K 0.07% 168
2023
Q3 		$751K Sell
12,196
-20
-0.2% -$1.22K 0.06% 163
2023
Q2 		$684K Buy
12,216
+20
+0.2% +$1.05K 0.05% 167
2023
Q1 		$641K Sell
12,196
-1,487
-11% -$79.8K 0.05% 167
2022
Q4 		$635K Hold
13,683
– – 0.05% 174
2022
Q3 		$588K Buy
13,683
+437
+3% +$22.1K 0.06% 153
2022
Q2 		$613K Buy
13,246
+492
+4% +$25.8K 0.06% 157
2022
Q1 		$746K Buy
12,754
+314
+3% +$19.8K 0.06% 148
2021
Q4 		$927K Hold
12,440
– – 0.07% 137
2021
Q3 		$757K Buy
12,440
+26
+0.2% +$1.63K 0.06% 148
2021
Q2 		$742K Sell
12,414
-680
-5% -$37.7K 0.06% 150
2021
Q1 		$640K Buy
13,094
+1,535
+13% +$68.7K 0.06% 155
2020
Q4 		$468K Hold
11,559
– – 0.05% 172
2020
Q3 		$397K Buy
11,559
+2,040
+21% +$71.4K 0.05% 158
2020
Q2 		$294K Hold
9,519
– – 0.05% 162
2020
Q1 		$223K Sell
9,519
-113
-1% -$3.25K 0.04% 197
2019
Q4 		$281K Buy
9,632
+790
+9% +$22.5K 0.05% 182
2019
Q3 		$237K Hold
8,842
– – 0.04% 187
2019
Q2 		$223K Buy
8,842
+113
+1% +$2.71K 0.04% 203
2019
Q1 		$205K Buy
+8,729
New +$199K 0.04% 200
2017
Q4 		– Sell
-18,742
Closed -$381K – 181
2017
Q3 		$381K Buy
+18,742
New +$356K 0.11% 113

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CWA Asset Management Group's KKR Position: Q2 2026 in Review

CWA Asset Management Group increased its KKR & Co (KKR) stake by 20% in Q2 2026, buying an estimated $147K and bringing the position to 9,089 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #414.

CWA Asset Management Group first reported a position in KKR in Q3 2017 and has held it in 30 quarters since. The position peaked at $2.24M in Q4 2024. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • CWA Asset Management Group held 9,089 shares of KKR & Co worth $834K as of Q2 2026.
  • CWA Asset Management Group bought 1,517 KKR & Co shares in Q2 2026, an estimated $147K.
  • KKR & Co made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #414 holding.
  • CWA Asset Management Group first reported a position in KKR & Co in Q3 2017 and has held it in 30 quarters since.
  • CWA Asset Management Group's KKR & Co position peaked at $2.24M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.