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 Q1	–	Sell	-12,000	Closed	-$1.53M	–	2749
2025 Q4	$1.53M	Hold	12,000	–	–	﹤0.01%	1444
2025 Q3	$1.56M	Hold	12,000	–	–	﹤0.01%	1112
2025 Q2	$1.6M	Sell	12,000 -5,600	-32%	-$656K	﹤0.01%	971
2025 Q1	$2.03M	Hold	17,600	–	–	0.01%	841
2024 Q4	$2.6M	Hold	17,600	–	–	0.01%	782
2024 Q3	$2.3M	Buy	+17,600	New	+$2.08M	0.01%	742

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focus Partners Wealth's KKR Position: Q1 2026 in Review

Focus Partners Wealth increased its KKR & Co (KKR) stake by 16% in Q1 2026, buying an estimated $6.1M and bringing the position to 421,746 shares worth $39M. The position accounts for 0.04% of the portfolio, ranked #342.

Focus Partners Wealth first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.4M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Focus Partners Wealth held 421,746 shares of KKR & Co worth $39M as of Q1 2026.
Focus Partners Wealth bought 57,840 KKR & Co shares in Q1 2026, an estimated $6.1M.
KKR & Co made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #342 holding.
Focus Partners Wealth first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's KKR & Co position peaked at $56.4M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.