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EP Wealth Advisors’s KKR & Co KKR Stock Holding History

EP Wealth Advisors’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 		$7.36M Sell
80,171
-9,621
-11% -$933K 0.03% 320
2026
Q1 		$8.31M Sell
89,792
-9,712
-10% -$1.02M 0.04% 238
2025
Q4 		$12.7M Buy
+99,504
New +$12.4M 0.07% 170
2025
Q2 		$13.8M Buy
103,973
+97,580
+1,526% +$11.4M 0.09% 156
2025
Q1 		$739K Sell
6,393
-16
-0.2% -$2.2K 0.01% 574
2024
Q4 		$948K Buy
6,409
+1,614
+34% +$237K 0.01% 516
2024
Q3 		$626K Buy
4,795
+504
+12% +$59.6K 0.01% 623
2024
Q2 		$452K Buy
4,291
+129
+3% +$13.1K ﹤0.01% 559
2024
Q1 		$419K Sell
4,162
-1,460
-26% -$134K ﹤0.01% 554
2023
Q4 		$466K Buy
5,622
+1,512
+37% +$102K 0.01% 503
2023
Q3 		$253K Sell
4,110
-21,345
-84% -$1.3M ﹤0.01% 596
2023
Q2 		$230K Sell
25,455
-12,329
-33% -$646K ﹤0.01% 623
2023
Q1 		$1.46M Buy
+37,784
New +$2.03M 0.03% 257
2022
Q2 		– Sell
-3,723
Closed -$218K – 668
2022
Q1 		$218K Buy
3,723
+183
+5% +$11.5K ﹤0.01% 555
2021
Q4 		$264K Sell
3,540
-23
-0.6% -$1.7K 0.01% 482
2021
Q3 		$217K Sell
3,563
-2,200
-38% -$138K 0.01% 499
2021
Q2 		$341K Buy
5,763
+441
+8% +$24.5K 0.01% 417
2021
Q1 		$260K Hold
5,322
– – 0.01% 428
2020
Q4 		$215K Buy
+5,322
New +$201K 0.01% 396

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

EP Wealth Advisors's KKR Position: Q2 2026 in Review

EP Wealth Advisors reduced its KKR & Co (KKR) stake by 11% in Q2 2026, selling an estimated $933K and leaving 80,171 shares worth $7.36M. The position accounts for 0.03% of the portfolio, ranked #320.

EP Wealth Advisors first reported a position in KKR in Q4 2020 and has held it in 19 quarters since. The position peaked at $13.8M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • EP Wealth Advisors held 80,171 shares of KKR & Co worth $7.36M as of Q2 2026.
  • EP Wealth Advisors sold 9,621 KKR & Co shares in Q2 2026, an estimated $933K.
  • KKR & Co made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • EP Wealth Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 19 quarters since.
  • EP Wealth Advisors's KKR & Co position peaked at $13.8M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.