Harbor Asset Planning
KKR icon

Harbor Asset Planning’s KKR & Co KKR Stock Holding History

Harbor Asset Planning’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
Q3 		$109K Hold
1,197
– – 0.08% 140
2026
Q2 		$110K Hold
1,197
– – 0.08% 140
2026
Q1 		$111K Hold
1,197
– – 0.09% 126
2025
Q4 		$153K Hold
1,197
– – 0.13% 106
2025
Q3 		$156K Hold
1,197
– – 0.14% 101
2025
Q2 		$159K Buy
+1,197
New +$140K 0.15% 99

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Harbor Asset Planning's KKR Position: Q3 2026 in Review

Harbor Asset Planning held its KKR & Co (KKR) position steady in Q3 2026 at 1,197 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #140.

Harbor Asset Planning first reported a position in KKR in Q2 2025 and has held it in 6 quarters since. The position peaked at $159K in Q2 2025. 954 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Harbor Asset Planning held 1,197 shares of KKR & Co worth $109K as of Q3 2026.
  • Harbor Asset Planning left its KKR & Co share count unchanged in Q3 2026.
  • KKR & Co made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #140 holding.
  • Harbor Asset Planning first reported a position in KKR & Co in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's KKR & Co position peaked at $159K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.