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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's KKR Position: Q2 2026 in Review

Elevation Wealth Partners increased its KKR & Co (KKR) stake by 809% in Q2 2026, buying an estimated $8.63K and bringing the position to 100 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Elevation Wealth Partners first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $448K in Q3 2025. 415 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Elevation Wealth Partners held 100 shares of KKR & Co worth $9.18K as of Q2 2026.
Elevation Wealth Partners bought 89 KKR & Co shares in Q2 2026, an estimated $8.63K.
KKR & Co made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #829 holding.
Elevation Wealth Partners first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's KKR & Co position peaked at $448K in Q3 2025.
415 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.