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

Dogwood 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 		$17.6K Sell
192
-3,056
-94% -$296K 0.01% 265
2026
Q1 		$300K Sell
3,248
-2,126
-40% -$224K 0.13% 69
2025
Q4 		$685K Buy
5,374
+85
+2% +$10.6K 0.3% 49
2025
Q3 		$687K Sell
5,289
-1,310
-20% -$186K 0.31% 63
2025
Q2 		$910K Buy
6,599
+6,593
+109,883% +$772K 0.44% 44
2025
Q1 		$694 Buy
+6
New +$825 ﹤0.01% 441
2024
Q3 		– Hold
0
– – – 251
2024
Q2 		– Hold
0
– – – 325
2024
Q1 		– Hold
0
– – – 316
2023
Q4 		– Hold
0
– – – 301

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

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

Dogwood Wealth Management reduced its KKR & Co (KKR) stake by 94% in Q2 2026, selling an estimated $296K and leaving 192 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #265.

Dogwood Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $910K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Dogwood Wealth Management held 192 shares of KKR & Co worth $17.6K as of Q2 2026.
  • Dogwood Wealth Management sold 3,056 KKR & Co shares in Q2 2026, an estimated $296K.
  • KKR & Co made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Dogwood Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's KKR & Co position peaked at $910K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.