Evolve Private Wealth’s KKR & Co KKR Stock Holding History

Evolve Private 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	-8,264	Closed	-$764K	–	1134
2026 Q1	$764K	Buy	+8,264	New	+$871K	0.04%	410

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's KKR Position: Q2 2026 in Review

Evolve Private Wealth sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 8,264 shares — an estimated $764K sold.

Evolve Private Wealth first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $764K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Evolve Private Wealth reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 8,264 KKR & Co shares in Q2 2026, an estimated $764K.
Evolve Private Wealth first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's KKR & Co position peaked at $764K in Q1 2026.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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