Golden State Equity Partners’s KKR & Co KKR Stock Holding History

Golden State Equity 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	–	Sell	-6,449	Closed	-$597K	–	1094
2026 Q1	$597K	Sell	6,449 -3,265	-34%	-$344K	0.05%	406
2025 Q4	$1.24M	Buy	9,714 +200	+2%	+$24.9K	0.2%	109
2025 Q3	$1.24M	Sell	9,514 -519	-5%	-$73.7K	0.21%	119
2025 Q2	$1.33M	Buy	10,033 +4,263	+74%	+$499K	0.25%	92
2025 Q1	$667K	Buy	5,770 +439	+8%	+$60.4K	0.13%	190
2024 Q4	$788K	Buy	5,331 +719	+16%	+$105K	0.15%	166
2024 Q3	$602K	Sell	4,612 -2,223	-33%	-$263K	0.32%	57
2024 Q2	$719K	Buy	+6,835	New	+$696K	0.15%	152
2023 Q4	$580K	Sell	7,005 -125	-2%	-$8.46K	0.14%	167
2023 Q3	$439K	Buy	7,130 +400	+6%	+$24.3K	0.12%	181
2023 Q2	$377K	Buy	6,730 +2,656	+65%	+$139K	0.11%	226
2023 Q1	$214K	Buy	+4,074	New	+$219K	0.12%	194

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Golden State Equity Partners's KKR Position: Q2 2026 in Review

Golden State Equity Partners sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 6,449 shares — an estimated $597K sold.

Golden State Equity Partners first reported a position in KKR in Q1 2023 and held it in 12 quarters. The position peaked at $1.33M in Q2 2025. 575 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Golden State Equity Partners reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 6,449 KKR & Co shares in Q2 2026, an estimated $597K.
Golden State Equity Partners first reported a position in KKR & Co in Q1 2023 and held it in 12 quarters.
Golden State Equity Partners's KKR & Co position peaked at $1.33M in Q2 2025.
575 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.