Focus Partners Wealth
KKR icon

Focus Partners Wealth’s KKR & Co KKR Stock Holding History

Focus Partners 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 		$28.3M Sell
308,259
-113,487
-27% -$11M 0.03% 433
2026
Q1 		$39M Buy
421,746
+57,840
+16% +$6.1M 0.04% 342
2025
Q4 		$46.4M Buy
363,906
+67,828
+23% +$8.44M 0.05% 300
2025
Q3 		$38.5M Sell
296,078
-6,735
-2% -$956K 0.06% 260
2025
Q2 		$40.3M Sell
302,813
-286
-0.1% -$33.5K 0.09% 218
2025
Q1 		$35M Sell
303,099
-78,255
-21% -$10.8M 0.09% 228
2024
Q4 		$56.4M Buy
381,354
+1,466
+0.4% +$215K 0.15% 142
2024
Q3 		$49.6M Buy
379,888
+14,851
+4% +$1.76M 0.16% 139
2024
Q2 		$38.4M Buy
365,037
+3,047
+0.8% +$310K 0.13% 160
2024
Q1 		$36.4M Buy
361,990
+29,659
+9% +$2.73M 0.3% 85
2023
Q4 		$27.5M Buy
+332,331
New +$22.5M 0.36% 76

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

Focus Partners Wealth's KKR Position: Q2 2026 in Review

Focus Partners Wealth reduced its KKR & Co (KKR) stake by 27% in Q2 2026, selling an estimated $11M and leaving 308,259 shares worth $28.3M. The position accounts for 0.03% of the portfolio, ranked #433.

Focus Partners Wealth first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.4M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Focus Partners Wealth held 308,259 shares of KKR & Co worth $28.3M as of Q2 2026.
  • Focus Partners Wealth sold 113,487 KKR & Co shares in Q2 2026, an estimated $11M.
  • KKR & Co made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #433 holding.
  • Focus Partners Wealth first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's KKR & Co position peaked at $56.4M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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