GC Wealth Management RIA’s KKR & Co KKR Stock Holding History

GC Wealth Management RIA’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	$2.94M	Buy	32,011 +4	+0%	+$388	0.17%	113
2026 Q1	$2.96M	Sell	32,007 -1,377	-4%	-$145K	0.12%	124
2025 Q4	$4.26M	Sell	33,384 -6,393	-16%	-$795K	0.16%	92
2025 Q3	$5.17M	Buy	39,777 +22,382	+129%	+$3.18M	0.17%	103
2025 Q2	$2.31M	Buy	+17,395	New	+$2.04M	0.19%	118

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

GC Wealth Management RIA's KKR Position: Q2 2026 in Review

GC Wealth Management RIA increased its KKR & Co (KKR) stake by 0.01% in Q2 2026, buying an estimated $388 and bringing the position to 32,011 shares worth $2.94M. The position accounts for 0.17% of the portfolio, ranked #113.

GC Wealth Management RIA first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.17M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

GC Wealth Management RIA held 32,011 shares of KKR & Co worth $2.94M as of Q2 2026.
GC Wealth Management RIA bought 4 KKR & Co shares in Q2 2026, an estimated $388.
KKR & Co made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #113 holding.
GC Wealth Management RIA first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's KKR & Co position peaked at $5.17M in Q3 2025.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.