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

Forefront Wealth Partners’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 		$494K Buy
5,342
+1,791
+50% +$189K 0.21% 98
2025
Q4 		$453K Buy
3,551
+136
+4% +$16.9K 0.21% 91
2025
Q3 		$444K Buy
+3,415
New +$485K 0.11% 135
2025
Q2 		– Sell
-2,812
Closed -$325K – 115
2025
Q1 		$325K Buy
+2,812
New +$387K 0.22% 87

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Forefront Wealth Partners increased its KKR & Co (KKR) stake by 50% in Q1 2026, buying an estimated $189K and bringing the position to 5,342 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #98.

Forefront Wealth Partners first reported a position in KKR in Q1 2025 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Forefront Wealth Partners held 5,342 shares of KKR & Co worth $494K as of Q1 2026.
  • Forefront Wealth Partners bought 1,791 KKR & Co shares in Q1 2026, an estimated $189K.
  • KKR & Co made up 0.21% of Forefront Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Forefront Wealth Partners first reported a position in KKR & Co in Q1 2025 and has held it in 4 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.