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Financial Consulate’s KKR & Co KKR Stock Holding History

Financial Consulate’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 		$2.4K Sell
26
-34
-57% -$3.3K ﹤0.01% 985
2026
Q1 		$5.57K Buy
60
+36
+150% +$3.79K ﹤0.01% 769
2025
Q4 		$3.08K Buy
24
+20
+500% +$2.49K ﹤0.01% 825
2025
Q3 		$520 Buy
+4
New +$568 ﹤0.01% 984

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

Financial Consulate's KKR Position: Q2 2026 in Review

Financial Consulate reduced its KKR & Co (KKR) stake by 57% in Q2 2026, selling an estimated $3.3K and leaving 26 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Financial Consulate first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.57K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Financial Consulate held 26 shares of KKR & Co worth $2.4K as of Q2 2026.
  • Financial Consulate sold 34 KKR & Co shares in Q2 2026, an estimated $3.3K.
  • KKR & Co made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #985 holding.
  • Financial Consulate first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's KKR & Co position peaked at $5.57K in Q1 2026.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.