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Greykasell Wealth Strategies’s KKR & Co KKR Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$179K Hold
1,940
– – 0.07% 150
2025
Q4 		$247K Buy
1,940
+1,490
+331% +$185K 0.1% 136
2025
Q3 		$58.5K Hold
450
– – 0.02% 199
2025
Q2 		$59.9K Sell
450
-178
-28% -$20.8K 0.03% 186
2025
Q1 		$72.6K Buy
+628
New +$86.4K 0.04% 164

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Greykasell Wealth Strategies's KKR Position: Q1 2026 in Review

Greykasell Wealth Strategies held its KKR & Co (KKR) position steady in Q1 2026 at 1,940 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #150.

Greykasell Wealth Strategies first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Greykasell Wealth Strategies held 1,940 shares of KKR & Co worth $179K as of Q1 2026.
  • Greykasell Wealth Strategies left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.07% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #150 holding.
  • Greykasell Wealth Strategies first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's KKR & Co position peaked at $247K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.