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Daymark Wealth Partners’s KKR & Co KKR Stock Holding History

Daymark 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 		$893K Sell
9,731
-1,173
-11% -$114K 0.02% 357
2026
Q1 		$1.01M Buy
10,904
+1,501
+16% +$158K 0.03% 294
2025
Q4 		$1.2M Sell
9,403
-9,630
-51% -$1.2M 0.04% 262
2025
Q3 		$2.47M Buy
19,033
+1,016
+6% +$144K 0.08% 168
2025
Q2 		$2.4M Buy
18,017
+3,432
+24% +$402K 0.09% 167
2025
Q1 		$1.69M Buy
14,585
+2,361
+19% +$325K 0.07% 187
2024
Q4 		$1.81M Sell
12,224
-102
-0.8% -$15K 0.08% 173
2024
Q3 		$1.61M Buy
12,326
+4,529
+58% +$536K 0.07% 185
2024
Q2 		$821K Buy
+7,797
New +$794K 0.04% 264

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

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

Daymark Wealth Partners reduced its KKR & Co (KKR) stake by 11% in Q2 2026, selling an estimated $114K and leaving 9,731 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #357.

Daymark Wealth Partners first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Daymark Wealth Partners held 9,731 shares of KKR & Co worth $893K as of Q2 2026.
  • Daymark Wealth Partners sold 1,173 KKR & Co shares in Q2 2026, an estimated $114K.
  • KKR & Co made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #357 holding.
  • Daymark Wealth Partners first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
  • Daymark Wealth Partners's KKR & Co position peaked at $2.47M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.