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GeoWealth Management’s KKR & Co KKR Stock Holding History

GeoWealth Management’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 		$202K Buy
+2,202
New +$214K 0.01% 777
2026
Q1 		– Sell
-2,046
Closed -$261K – 886
2025
Q4 		$261K Buy
2,046
+310
+18% +$38.6K 0.01% 601
2025
Q3 		$226K Buy
1,736
+10
+0.6% +$1.42K 0.01% 662
2025
Q2 		$230K Sell
1,726
-54
-3% -$6.32K 0.01% 621
2025
Q1 		$206K Sell
1,780
-321
-15% -$44.2K 0.01% 653
2024
Q4 		$311K Buy
2,101
+51
+2% +$7.48K 0.01% 612
2024
Q3 		$268K Buy
2,050
+342
+20% +$40.5K 0.01% 633
2024
Q2 		$180K Buy
1,708
+94
+6% +$9.57K 0.01% 710
2024
Q1 		$162K Buy
1,614
+1,597
+9,394% +$147K 0.01% 723
2023
Q4 		$1K Buy
+17
New +$1.15K ﹤0.01% 674

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

GeoWealth Management's KKR Position: Q2 2026 in Review

GeoWealth Management opened a new position in KKR & Co (KKR) in Q2 2026: 2,202 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in KKR as recently as Q4 2025.

GeoWealth Management first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $311K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • GeoWealth Management held 2,202 shares of KKR & Co worth $202K as of Q2 2026.
  • KKR & Co was a new GeoWealth Management position in Q2 2026.
  • KKR & Co made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #777 holding.
  • GeoWealth Management first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's KKR & Co position peaked at $311K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.