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

Evercore 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	$237K	Sell	2,580 -2	-0.1%	-$194	﹤0.01%	377
2026 Q1	$239K	Sell	2,582 -20	-0.8%	-$2.11K	﹤0.01%	361
2025 Q4	$332K	Hold	2,602	–	–	﹤0.01%	331
2025 Q3	$338K	Hold	2,602	–	–	0.01%	337
2025 Q2	$346K	Hold	2,602	–	–	0.01%	327
2025 Q1	$301K	Sell	2,602 -15	-0.6%	-$2.06K	﹤0.01%	339
2024 Q4	$387K	Buy	2,617 +2	+0.1%	+$293	0.01%	308
2024 Q3	$341K	Sell	2,615 -90	-3%	-$10.6K	0.01%	322
2024 Q2	$285K	Sell	2,705 -55	-2%	-$5.6K	﹤0.01%	343
2024 Q1	$278K	Sell	2,760 -295	-10%	-$27.1K	﹤0.01%	355
2023 Q4	$253K	Buy	+3,055	New	+$207K	﹤0.01%	376
2022 Q1	–	Sell	-2,681	Closed	-$200K	–	440
2021 Q4	$200K	Buy	+2,681	New	+$198K	﹤0.01%	413
2021 Q3	–	Sell	-4,181	Closed	-$247K	–	423
2021 Q2	$247K	Hold	4,181	–	–	﹤0.01%	395
2021 Q1	$205K	Buy	+4,181	New	+$187K	﹤0.01%	418
2018 Q1	–	Sell	-1,020	Closed	-$21K	–	588
2017 Q4	$21K	Hold	1,020	–	–	﹤0.01%	722
2017 Q3	$21K	Hold	1,020	–	–	﹤0.01%	707
2017 Q2	$19K	Hold	1,020	–	–	﹤0.01%	728
2017 Q1	$19K	Hold	1,020	–	–	﹤0.01%	758
2016 Q4	$16K	Hold	1,020	–	–	﹤0.01%	778
2016 Q3	$15K	Hold	1,020	–	–	﹤0.01%	820
2016 Q2	$13K	Hold	1,020	–	–	﹤0.01%	822
2016 Q1	$15K	Sell	1,020 -2,550	-71%	-$34.7K	﹤0.01%	765
2015 Q4	$56K	Hold	3,570	–	–	﹤0.01%	572
2015 Q3	$60K	Hold	3,570	–	–	﹤0.01%	557
2015 Q2	$81K	Hold	3,570	–	–	﹤0.01%	555
2015 Q1	$81K	Hold	3,570	–	–	﹤0.01%	561
2014 Q4	$83K	Buy	+3,570	New	+$78.2K	﹤0.01%	483

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evercore Wealth Management reduced its KKR & Co (KKR) stake by 0.08% in Q2 2026, selling an estimated $194 and leaving 2,580 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Evercore Wealth Management first reported a position in KKR in Q4 2014 and has held it in 27 quarters since. The position peaked at $387K in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Evercore Wealth Management held 2,580 shares of KKR & Co worth $237K as of Q2 2026.
Evercore Wealth Management sold 2 KKR & Co shares in Q2 2026, an estimated $194.
KKR & Co made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #377 holding.
Evercore Wealth Management first reported a position in KKR & Co in Q4 2014 and has held it in 27 quarters since.
Evercore Wealth Management's KKR & Co position peaked at $387K in Q4 2024.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.