Evelyn Partners’s KKR & Co KKR Stock Holding History

Evelyn 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	$426K	Buy	+4,640	New	+$450K	﹤0.01%	225

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evelyn Partners's KKR Position: Q2 2026 in Review

Evelyn Partners opened a new position in KKR & Co (KKR) in Q2 2026: 4,640 shares worth $426K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings.

1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Evelyn Partners held 4,640 shares of KKR & Co worth $426K as of Q2 2026.
KKR & Co was a new Evelyn Partners position in Q2 2026.
KKR & Co made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #225 holding.
1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.