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

Drive 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 		$363K Sell
3,951
-207
-5% -$20.1K 0.06% 261
2026
Q1 		$385K Buy
4,158
+1,772
+74% +$187K 0.08% 202
2025
Q4 		$304K Sell
2,386
-53
-2% -$6.59K 0.06% 251
2025
Q3 		$317K Buy
2,439
+77
+3% +$10.9K 0.07% 226
2025
Q2 		$314K Buy
2,362
+12
+0.5% +$1.41K 0.07% 231
2025
Q1 		$272K Sell
2,350
-27
-1% -$3.71K 0.06% 242
2024
Q4 		$352K Buy
2,377
+11
+0.5% +$1.61K 0.09% 186
2024
Q3 		$309K Buy
2,366
+54
+2% +$6.39K 0.08% 205
2024
Q2 		$243K Buy
2,312
+73
+3% +$7.43K 0.07% 242
2024
Q1 		$225K Buy
+2,239
New +$206K 0.06% 274

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

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

Drive Wealth Management reduced its KKR & Co (KKR) stake by 5% in Q2 2026, selling an estimated $20.1K and leaving 3,951 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #261.

Drive Wealth Management first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Drive Wealth Management held 3,951 shares of KKR & Co worth $363K as of Q2 2026.
  • Drive Wealth Management sold 207 KKR & Co shares in Q2 2026, an estimated $20.1K.
  • KKR & Co made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Drive Wealth Management first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • Drive Wealth Management's KKR & Co position peaked at $385K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.