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Global Wealth Management Investment Advisory’s KKR & Co KKR Stock Holding History

Global Wealth Management Investment Advisory’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 		$883K Buy
9,616
+68
+0.7% +$6.59K 0.13% 112
2026
Q1 		$883K Buy
9,548
+1,747
+22% +$184K 0.14% 109
2025
Q4 		$995K Sell
7,801
-1,165
-13% -$145K 0.16% 102
2025
Q3 		$1.17M Buy
8,966
+425
+5% +$60.3K 0.2% 96
2025
Q2 		$1.14M Buy
8,541
+920
+12% +$108K 0.21% 94
2025
Q1 		$881K Buy
7,621
+917
+14% +$126K 0.18% 103
2024
Q4 		$992K Buy
6,704
+58
+0.9% +$8.51K 0.2% 96
2024
Q3 		$868K Sell
6,646
-1,483
-18% -$175K 0.19% 99
2024
Q2 		$855K Buy
8,129
+19
+0.2% +$1.93K 0.2% 92
2024
Q1 		$816K Sell
8,110
-122
-1% -$11.2K 0.2% 94
2023
Q4 		$682K Sell
8,232
-2,124
-21% -$144K 0.18% 100
2023
Q3 		$638K Buy
10,356
+491
+5% +$29.8K 0.18% 101
2023
Q2 		$552K Buy
9,865
+535
+6% +$28K 0.15% 108
2023
Q1 		$490K Buy
9,330
+420
+5% +$22.5K 0.15% 104
2022
Q4 		$414K Buy
8,910
+770
+9% +$37.5K 0.13% 109
2022
Q3 		$350K Buy
8,140
+1,001
+14% +$50.6K 0.12% 109
2022
Q2 		$330K Buy
7,139
+1,173
+20% +$61.5K 0.11% 117
2022
Q1 		$349K Buy
5,966
+925
+18% +$58.2K 0.1% 117
2021
Q4 		$376K Buy
5,041
+611
+14% +$45.1K 0.11% 110
2021
Q3 		$270K Buy
4,430
+791
+22% +$49.7K 0.09% 118
2021
Q2 		$216K Buy
3,639
+1,155
+46% +$64.1K 0.07% 123
2021
Q1 		$121K Buy
2,484
+259
+12% +$11.6K 0.04% 146
2020
Q4 		$90K Buy
2,225
+159
+8% +$6.01K 0.03% 150
2020
Q3 		$71K Sell
2,066
-64
-3% -$2.24K 0.03% 158
2020
Q2 		$66K Buy
2,130
+526
+33% +$14.1K 0.03% 171
2020
Q1 		$38K Buy
1,604
+546
+52% +$15.7K 0.02% 186
2019
Q4 		$31K Buy
+1,058
New +$30.1K 0.01% 225

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Global Wealth Management Investment Advisory's KKR Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its KKR & Co (KKR) stake by 0.71% in Q2 2026, buying an estimated $6.59K and bringing the position to 9,616 shares worth $883K. The position accounts for 0.13% of the portfolio, ranked #112.

Global Wealth Management Investment Advisory first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q3 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Global Wealth Management Investment Advisory held 9,616 shares of KKR & Co worth $883K as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 68 KKR & Co shares in Q2 2026, an estimated $6.59K.
  • KKR & Co made up 0.13% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #112 holding.
  • Global Wealth Management Investment Advisory first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
  • Global Wealth Management Investment Advisory's KKR & Co position peaked at $1.17M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.