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

Dynasty 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 		$201K Sell
2,195
-3,637
-62% -$353K ﹤0.01% 363
2026
Q1 		$539K Buy
5,832
+3,615
+163% +$381K ﹤0.01% 229
2025
Q4 		$283K Sell
2,217
-39
-2% -$4.85K ﹤0.01% 296
2025
Q3 		$293K Buy
+2,256
New +$320K ﹤0.01% 263
2025
Q1 		– Sell
-1,599
Closed -$236K – 259
2024
Q4 		$236K Buy
1,599
+10
+0.6% +$1.47K ﹤0.01% 239
2024
Q3 		$208K Buy
+1,589
New +$188K 0.01% 223

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

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

Dynasty Wealth Management reduced its KKR & Co (KKR) stake by 62% in Q2 2026, selling an estimated $353K and leaving 2,195 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Dynasty Wealth Management first reported a position in KKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $539K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Dynasty Wealth Management held 2,195 shares of KKR & Co worth $201K as of Q2 2026.
  • Dynasty Wealth Management sold 3,637 KKR & Co shares in Q2 2026, an estimated $353K.
  • KKR & Co made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Dynasty Wealth Management first reported a position in KKR & Co in Q3 2024 and has held it in 6 quarters since.
  • Dynasty Wealth Management's KKR & Co position peaked at $539K in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.