HAP
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harbor Asset Planning's KKR Position: Q2 2026 in Review

Harbor Asset Planning held its KKR & Co (KKR) position steady in Q2 2026 at 1,197 shares worth $110K. 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 5 quarters since. The position peaked at $159K in Q2 2025. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Harbor Asset Planning held 1,197 shares of KKR & Co worth $110K as of Q2 2026.
  • Harbor Asset Planning left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #140 holding.
  • Harbor Asset Planning first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's KKR & Co position peaked at $159K in Q2 2025.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.