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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
Q2 		$519K Buy
5,656
+314
+6% +$30.5K 0.16% 114
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 $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

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

Forefront Wealth Partners increased its KKR & Co (KKR) stake by 5.9% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,656 shares worth $519K. The position accounts for 0.16% of the portfolio, ranked #114.

Forefront Wealth Partners first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Forefront Wealth Partners held 5,656 shares of KKR & Co worth $519K as of Q2 2026.
  • Forefront Wealth Partners bought 314 KKR & Co shares in Q2 2026, an estimated $30.5K.
  • KKR & Co made up 0.16% of Forefront Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Forefront Wealth Partners first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.