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	$642K	Buy	+7,000	New	+$679K	﹤0.01%	1839
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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.