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Cypress Wealth Services’s KKR & Co KKR Stock Holding History

Cypress Wealth Services’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 		$312K Sell
3,395
-275
-7% -$26.7K 0.04% 330
2026
Q1 		$340K Buy
3,670
+287
+8% +$30.3K 0.05% 280
2025
Q4 		$431K Sell
3,383
-50
-1% -$6.22K 0.06% 225
2025
Q3 		$446K Buy
3,433
+43
+1% +$6.1K 0.07% 193
2025
Q2 		$451K Sell
3,390
-90
-3% -$10.5K 0.08% 184
2025
Q1 		$402K Buy
3,480
+95
+3% +$13.1K 0.08% 175
2024
Q4 		$501K Buy
3,385
+54
+2% +$7.92K 0.1% 153
2024
Q3 		$435K Buy
3,331
+70
+2% +$8.28K 0.09% 167
2024
Q2 		$343K Buy
3,261
+60
+2% +$6.11K 0.08% 182
2024
Q1 		$322K Buy
3,201
+14
+0.4% +$1.29K 0.08% 189
2023
Q4 		$264K Buy
+3,187
New +$216K 0.07% 198

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

Cypress Wealth Services's KKR Position: Q2 2026 in Review

Cypress Wealth Services reduced its KKR & Co (KKR) stake by 7.5% in Q2 2026, selling an estimated $26.7K and leaving 3,395 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #330.

Cypress Wealth Services first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cypress Wealth Services held 3,395 shares of KKR & Co worth $312K as of Q2 2026.
  • Cypress Wealth Services sold 275 KKR & Co shares in Q2 2026, an estimated $26.7K.
  • KKR & Co made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #330 holding.
  • Cypress Wealth Services first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Cypress Wealth Services's KKR & Co position peaked at $501K in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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