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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s KKR & Co KKR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$284K Buy
3,095
+212
+7% +$20.6K 0.08% 149
2026
Q1 		$267K Buy
2,883
+821
+40% +$86.5K 0.08% 140
2025
Q4 		$263K Buy
2,062
+348
+20% +$43.3K 0.08% 152
2025
Q3 		$223K Sell
1,714
-16
-0.9% -$2.27K 0.07% 146
2025
Q2 		$230K Sell
1,730
-229
-12% -$26.8K 0.08% 130
2025
Q1 		$226K Buy
+1,959
New +$270K 0.08% 128

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KKR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its KKR & Co (KKR) stake by 7.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 3,095 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #149.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,095 shares of KKR & Co worth $284K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 212 KKR & Co shares in Q2 2026, an estimated $20.6K.
  • KKR & Co made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #149 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.