HWM
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HB Wealth Management’s KKR & Co KKR Stock Holding History

HB 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 		$7.25M Buy
78,983
+1,124
+1% +$109K 0.04% 216
2026
Q1 		$7.2M Sell
77,859
-2,564
-3% -$270K 0.05% 199
2025
Q4 		$10.3M Buy
80,423
+3,041
+4% +$378K 0.07% 152
2025
Q3 		$10.1M Sell
77,382
-1,729
-2% -$245K 0.07% 147
2025
Q2 		$10.5M Buy
79,111
+3,304
+4% +$387K 0.08% 127
2025
Q1 		$8.76M Buy
75,807
+64,169
+551% +$8.83M 0.07% 148
2024
Q4 		$1.72M Buy
11,638
+2,708
+30% +$397K 0.02% 311
2024
Q3 		$1.17M Buy
8,930
+1,810
+25% +$214K 0.01% 360
2024
Q2 		$749K Buy
7,120
+315
+5% +$32.1K 0.01% 437
2024
Q1 		$684K Buy
6,805
+161
+2% +$14.8K 0.01% 419
2023
Q4 		$550K Buy
6,644
+594
+10% +$40.2K 0.01% 430
2023
Q3 		$373K Buy
6,050
+284
+5% +$17.2K 0.01% 514
2023
Q2 		$323K Buy
5,766
+638
+12% +$33.4K 0.01% 523
2023
Q1 		$269K Buy
5,128
+313
+7% +$16.8K ﹤0.01% 563
2022
Q4 		$224K Buy
+4,815
New +$235K ﹤0.01% 615
2022
Q2 		– Sell
-4,086
Closed -$239K – 598
2022
Q1 		$239K Buy
4,086
+788
+24% +$49.6K ﹤0.01% 513
2021
Q4 		$246K Buy
+3,298
New +$243K ﹤0.01% 437

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

HB Wealth Management's KKR Position: Q2 2026 in Review

HB Wealth Management increased its KKR & Co (KKR) stake by 1.4% in Q2 2026, buying an estimated $109K and bringing the position to 78,983 shares worth $7.25M. The position accounts for 0.04% of the portfolio, ranked #216.

HB Wealth Management first reported a position in KKR in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.5M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • HB Wealth Management held 78,983 shares of KKR & Co worth $7.25M as of Q2 2026.
  • HB Wealth Management bought 1,124 KKR & Co shares in Q2 2026, an estimated $109K.
  • KKR & Co made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #216 holding.
  • HB Wealth Management first reported a position in KKR & Co in Q4 2021 and has held it in 17 quarters since.
  • HB Wealth Management's KKR & Co position peaked at $10.5M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.