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Evoke Wealth’s KKR & Co KKR Stock Holding History

Evoke Wealth’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 		– Sell
-6,799
Closed -$629K – 356
2026
Q1 		$629K Buy
6,799
+3,773
+125% +$398K 0.01% 363
2025
Q4 		$386K Sell
3,026
-237
-7% -$29.5K 0.01% 447
2025
Q3 		$424K Sell
3,263
-1,308
-29% -$186K 0.01% 407
2025
Q2 		$608K Sell
4,571
-152,402
-97% -$17.8M 0.01% 306
2025
Q1 		$18.1M Buy
156,973
+151,865
+2,973% +$20.9M 0.47% 37
2024
Q4 		$756K Buy
5,108
+581
+13% +$85.2K 0.02% 207
2024
Q3 		$591K Buy
+4,527
New +$536K 0.02% 235
2024
Q2 		– Sell
-4,416
Closed -$444K – 254
2024
Q1 		$444K Buy
+4,416
New +$406K 0.01% 268
2021
Q4 		– Sell
-972
Closed -$59K – 1216
2021
Q3 		$59K Buy
+972
New +$61K ﹤0.01% 491

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

Evoke Wealth's KKR Position: Q2 2026 in Review

Evoke Wealth sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 6,799 shares — an estimated $629K sold.

Evoke Wealth first reported a position in KKR in Q3 2021 and held it in 9 quarters. The position peaked at $18.1M in Q1 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Evoke Wealth reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,799 KKR & Co shares in Q2 2026, an estimated $629K.
  • Evoke Wealth first reported a position in KKR & Co in Q3 2021 and held it in 9 quarters.
  • Evoke Wealth's KKR & Co position peaked at $18.1M in Q1 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.