GWMI
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Guardian Wealth Management (Illinois)’s KKR & Co KKR Stock Holding History

Guardian Wealth Management (Illinois)’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 		$2.63M Sell
28,667
-904
-3% -$87.7K 1.29% 29
2026
Q1 		$2.74M Sell
29,571
-489
-2% -$51.5K 1.49% 26
2025
Q4 		$3.83M Sell
30,060
-1,181
-4% -$147K 2.25% 14
2025
Q3 		$4.06M Sell
31,241
-408
-1% -$57.9K 2.4% 14
2025
Q2 		$4.21M Buy
31,649
+151
+0.5% +$17.7K 2.8% 12
2025
Q1 		$3.64M Sell
31,498
-384
-1% -$52.8K 2.43% 12
2024
Q4 		$4.72M Sell
31,882
-799
-2% -$117K 3.21% 9
2024
Q3 		$4.27M Sell
32,681
-68
-0.2% -$8.04K 3.01% 8
2024
Q2 		$3.45M Sell
32,749
-2,156
-6% -$219K 2.63% 10
2024
Q1 		$3.51M Sell
34,905
-944
-3% -$86.8K 2.7% 11
2023
Q4 		$2.97M Sell
35,849
-54
-0.2% -$3.66K 2.51% 10
2023
Q3 		$2.21M Buy
35,903
+30
+0.1% +$1.82K 2.07% 15
2023
Q2 		$2.01M Sell
35,873
-1,094
-3% -$57.3K 1.83% 21
2023
Q1 		$1.94M Buy
36,967
+3,802
+11% +$204K 1.87% 19
2022
Q4 		$1.54M Sell
33,165
-6,536
-16% -$319K 1.52% 26
2022
Q3 		$1.71M Sell
39,701
-1,720
-4% -$86.9K 1.93% 18
2022
Q2 		$1.92M Sell
41,421
-510
-1% -$26.8K 2.06% 16
2022
Q1 		$2.45M Sell
41,931
-642
-2% -$40.4K 2.44% 7
2021
Q4 		$3.17M Buy
+42,573
New +$3.14M 3.05% 3

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
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
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s KKR Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its KKR & Co (KKR) stake by 3.1% in Q2 2026, selling an estimated $87.7K and leaving 28,667 shares worth $2.63M. The position accounts for 1.29% of the portfolio, ranked #29.

Guardian Wealth Management (Illinois) first reported a position in KKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.72M in Q4 2024. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 28,667 shares of KKR & Co worth $2.63M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 904 KKR & Co shares in Q2 2026, an estimated $87.7K.
  • KKR & Co made up 1.29% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #29 holding.
  • Guardian Wealth Management (Illinois) first reported a position in KKR & Co in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s KKR & Co position peaked at $4.72M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.