FP
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Financial Perspectives’s KKR & Co KKR Stock Holding History

Financial Perspectives’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 		$103K Hold
1,120
– – 0.03% 240
2026
Q1 		$104K Hold
1,120
– – 0.03% 229
2025
Q4 		$143K Hold
1,120
– – 0.04% 194
2025
Q3 		$146K Hold
1,120
– – 0.04% 196
2025
Q2 		$149K Hold
1,120
– – 0.05% 176
2025
Q1 		$129K Hold
1,120
– – 0.04% 182
2024
Q4 		$166K Buy
+1,120
New +$164K 0.06% 157

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 Perspectives's KKR Position: Q2 2026 in Review

Financial Perspectives held its KKR & Co (KKR) position steady in Q2 2026 at 1,120 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #240.

Financial Perspectives first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $166K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Financial Perspectives held 1,120 shares of KKR & Co worth $103K as of Q2 2026.
  • Financial Perspectives left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #240 holding.
  • Financial Perspectives first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's KKR & Co position peaked at $166K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.