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

Elevation 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 Q3	$10.1K	Buy	111 +11	+11%	+$1.12K	﹤0.01%	888
2026 Q2	$9.18K	Buy	100 +89	+809%	+$8.63K	﹤0.01%	829
2026 Q1	$1.02K	Sell	11 -2,932	-100%	-$309K	﹤0.01%	995
2025 Q4	$375K	Sell	2,943 -506	-15%	-$62.9K	0.13%	86
2025 Q3	$448K	Buy	3,449 +2,330	+208%	+$331K	0.16%	81
2025 Q2	$149K	Hold	1,119	–	–	0.06%	135
2025 Q1	$129K	Buy	1,119 +1	+0.1%	+$138	0.06%	139
2024 Q4	$165K	Buy	1,118 +93	+9%	+$13.6K	0.07%	125
2024 Q3	$134K	Hold	1,025	–	–	0.06%	139
2024 Q2	$108K	Hold	1,025	–	–	0.05%	150
2024 Q1	$103K	Sell	1,025 -500	-33%	-$46K	0.05%	159
2023 Q4	$93.9K	Buy	+1,525	New	+$103K	0.06%	157

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Elevation Wealth Partners's KKR Position: Q3 2026 in Review

Elevation Wealth Partners increased its KKR & Co (KKR) stake by 11% in Q3 2026, buying an estimated $1.12K and bringing the position to 111 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Elevation Wealth Partners first reported a position in KKR in Q4 2023 and has held it in 12 quarters since. The position peaked at $448K in Q3 2025. 505 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Elevation Wealth Partners held 111 shares of KKR & Co worth $10.1K as of Q3 2026.
Elevation Wealth Partners bought 11 KKR & Co shares in Q3 2026, an estimated $1.12K.
KKR & Co made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #888 holding.
Elevation Wealth Partners first reported a position in KKR & Co in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's KKR & Co position peaked at $448K in Q3 2025.
505 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.