Golden State Wealth Management’s KKR & Co KKR Stock Holding History

Golden State Wealth 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	$160K	Sell	1,745 -25	-1%	-$2.42K	0.01%	454
2026 Q1	$164K	Sell	1,770 -1,902	-52%	-$200K	0.02%	408
2025 Q4	$468K	Sell	3,672 -330	-8%	-$41K	0.05%	262
2025 Q3	$520K	Buy	4,002 +3	+0.1%	+$426	0.06%	239
2025 Q2	$532K	Sell	3,999 -9	-0.2%	-$1.05K	0.06%	218
2025 Q1	$463K	Sell	4,008 -7	-0.2%	-$963	0.07%	214
2024 Q4	$594K	Buy	+4,015	New	+$589K	0.09%	177
2020 Q4	–	Sell	-2,490	Closed	-$86K	–	336
2020 Q3	$86K	Buy	+2,490	New	+$87.1K	0.03%	278
2020 Q2	–	Sell	-2,670	Closed	-$63K	–	584
2020 Q1	$63K	Buy	+2,670	New	+$76.7K	0.03%	320
2019 Q4	–	Sell	-4,595	Closed	-$123K	–	539
2019 Q3	$123K	Sell	4,595 -100	-2%	-$2.64K	0.04%	283
2019 Q2	$118K	Sell	4,695 -100	-2%	-$2.39K	0.04%	311
2019 Q1	$113K	Buy	+4,795	New	+$109K	0.04%	307

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

Golden State Wealth Management's KKR Position: Q2 2026 in Review

Golden State Wealth Management reduced its KKR & Co (KKR) stake by 1.4% in Q2 2026, selling an estimated $2.42K and leaving 1,745 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #454.

Golden State Wealth Management first reported a position in KKR in Q1 2019 and has held it in 12 quarters since. The position peaked at $594K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Golden State Wealth Management held 1,745 shares of KKR & Co worth $160K as of Q2 2026.
Golden State Wealth Management sold 25 KKR & Co shares in Q2 2026, an estimated $2.42K.
KKR & Co made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #454 holding.
Golden State Wealth Management first reported a position in KKR & Co in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's KKR & Co position peaked at $594K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.