Cypress Point Wealth Management’s KKR & Co KKR Stock Holding History

Cypress Point Wealth Management’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	$249K	Buy	2,716 +64	+2%	+$6.21K	0.05%	123
2026 Q1	$245K	Buy	2,652 +327	+14%	+$34.5K	0.05%	104
2025 Q4	$296K	Hold	2,325	–	–	0.06%	79
2025 Q3	$302K	Hold	2,325	–	–	0.06%	69
2025 Q2	$309K	Hold	2,325	–	–	0.08%	69
2025 Q1	$269K	Hold	2,325	–	–	0.09%	63
2024 Q4	$344K	Sell	2,325 -165	-7%	-$24.2K	0.11%	59
2024 Q3	$325K	Buy	2,490 +28	+1%	+$3.31K	0.13%	66
2024 Q2	$259K	Buy	2,462 +10	+0.4%	+$1.02K	0.12%	66
2024 Q1	$247K	Buy	+2,452	New	+$226K	0.13%	67
2021 Q4	–	Sell	-2,325	Closed	-$142K	–	98
2021 Q3	$142K	Hold	2,325	–	–	0.1%	36
2021 Q2	$138K	Buy	+2,325	New	+$129K	0.1%	35

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

Cypress Point Wealth Management's KKR Position: Q2 2026 in Review

Cypress Point Wealth Management increased its KKR & Co (KKR) stake by 2.4% in Q2 2026, buying an estimated $6.21K and bringing the position to 2,716 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #123.

Cypress Point Wealth Management first reported a position in KKR in Q2 2021 and has held it in 12 quarters since. The position peaked at $344K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Cypress Point Wealth Management held 2,716 shares of KKR & Co worth $249K as of Q2 2026.
Cypress Point Wealth Management bought 64 KKR & Co shares in Q2 2026, an estimated $6.21K.
KKR & Co made up 0.05% of Cypress Point Wealth Management's portfolio in Q2 2026, its #123 holding.
Cypress Point Wealth Management first reported a position in KKR & Co in Q2 2021 and has held it in 12 quarters since.
Cypress Point Wealth Management's KKR & Co position peaked at $344K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.