Dakota Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Buy |
2,656
+56
| +2% | +$5.43K | ﹤0.01% | 714 |
|
|
2026
Q1 | $240K | Sell |
2,600
-695
| -21% | -$73.3K | 0.01% | 704 |
|
|
2025
Q4 | $420K | Sell |
3,295
-327
| -9% | -$40.7K | 0.01% | 590 |
|
|
2025
Q3 | $471K | Sell |
3,622
-9,281
| -72% | -$1.32M | 0.01% | 489 |
|
|
2025
Q2 | $1.72M | Sell |
12,903
-375
| -3% | -$43.9K | 0.04% | 293 |
|
|
2025
Q1 | $1.54M | Sell |
13,278
-304
| -2% | -$41.8K | 0.04% | 300 |
|
|
2024
Q4 | $2.01M | Sell |
13,582
-1,161
| -8% | -$170K | 0.05% | 263 |
|
|
2024
Q3 | $1.93M | Buy |
14,743
+933
| +7% | +$110K | 0.04% | 274 |
|
|
2024
Q2 | $1.45M | Buy |
13,810
+1,725
| +14% | +$176K | 0.03% | 304 |
|
|
2024
Q1 | $1.22M | Buy |
12,085
+6,708
| +125% | +$617K | 0.03% | 334 |
|
|
2023
Q4 | $446K | Buy |
5,377
+117
| +2% | +$7.92K | 0.02% | 440 |
|
|
2023
Q3 | $324K | Sell |
5,260
-1,265
| -19% | -$76.8K | 0.01% | 474 |
|
|
2023
Q2 | $365K | Buy |
6,525
+714
| +12% | +$37.4K | 0.02% | 440 |
|
|
2023
Q1 | $305K | Sell |
5,811
-920
| -14% | -$49.4K | 0.02% | 464 |
|
|
2022
Q4 | $312K | Sell |
6,731
-650
| -9% | -$31.7K | 0.02% | 440 |
|
|
2022
Q3 | $317K | Sell |
7,381
-150
| -2% | -$7.58K | 0.03% | 413 |
|
|
2022
Q2 | $349K | Sell |
7,531
-960
| -11% | -$50.4K | 0.03% | 347 |
|
|
2022
Q1 | $496K | Sell |
8,491
-1,459
| -15% | -$91.8K | 0.04% | 288 |
|
|
2021
Q4 | $741K | Sell |
9,950
-87
| -0.9% | -$6.42K | 0.08% | 199 |
|
|
2021
Q3 | $611K | Hold |
10,037
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $595K | Sell |
10,037
-246
| -2% | -$13.7K | 0.07% | 202 |
|
|
2021
Q1 | $502K | Hold |
10,283
| – | – | 0.07% | 210 |
|
|
2020
Q4 | $416K | Hold |
10,283
| – | – | 0.05% | 222 |
|
|
2020
Q3 | $353K | Sell |
10,283
-584
| -5% | -$20.4K | 0.06% | 211 |
|
|
2020
Q2 | $336K | Sell |
10,867
-3,200
| -23% | -$86K | 0.06% | 208 |
|
|
2020
Q1 | $330K | Sell |
14,067
-6,197
| -31% | -$178K | 0.07% | 189 |
|
|
2019
Q4 | $591K | Sell |
20,264
-447
| -2% | -$12.7K | 0.09% | 179 |
|
|
2019
Q3 | $556K | Sell |
20,711
-908
| -4% | -$23.9K | 0.1% | 175 |
|
|
2019
Q2 | $546K | Sell |
21,619
-4,865
| -18% | -$116K | 0.1% | 169 |
|
|
2019
Q1 | $626K | Sell |
26,484
-4,918
| -16% | -$112K | 0.12% | 157 |
|
|
2018
Q4 | $617K | Buy |
31,402
+1,439
| +5% | +$32.9K | 0.14% | 136 |
|
|
2018
Q3 | $817K | Sell |
29,963
-113
| -0.4% | -$3.02K | 0.18% | 104 |
|
|
2018
Q2 | $747K | Buy |
+30,076
| New | +$668K | 0.21% | 94 |
|
Other funds holding KKR
Dakota Wealth Management's KKR Position: Q2 2026 in Review
Dakota Wealth Management increased its KKR & Co (KKR) stake by 2.2% in Q2 2026, buying an estimated $5.43K and bringing the position to 2,656 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #714.
Dakota Wealth Management first reported a position in KKR in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.01M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Dakota Wealth Management held 2,656 shares of KKR & Co worth $244K as of Q2 2026.
- Dakota Wealth Management bought 56 KKR & Co shares in Q2 2026, an estimated $5.43K.
- KKR & Co made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #714 holding.
- Dakota Wealth Management first reported a position in KKR & Co in Q2 2018 and has held it in 33 quarters since.
- Dakota Wealth Management's KKR & Co position peaked at $2.01M in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.