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Diversify Wealth Management’s KKR & Co KKR Stock Holding History

Diversify 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 		$282K Sell
2,777
-595
-18% -$57.7K ﹤0.01% 1076
2026
Q1 		$335K Buy
+3,372
New +$355K 0.01% 927

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's KKR Position: Q2 2026 in Review

Diversify Wealth Management reduced its KKR & Co (KKR) stake by 18% in Q2 2026, selling an estimated $57.7K and leaving 2,777 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Diversify Wealth Management first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $335K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Diversify Wealth Management held 2,777 shares of KKR & Co worth $282K as of Q2 2026.
  • Diversify Wealth Management sold 595 KKR & Co shares in Q2 2026, an estimated $57.7K.
  • KKR & Co made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • Diversify Wealth Management first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's KKR & Co position peaked at $335K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.