HHM Wealth Advisors’s KKR & Co KKR Stock Holding History

HHM Wealth Advisors’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	$330K	Buy	3,599 +1	+0%	+$97	0.03%	161
2026 Q1	$333K	Buy	3,598 +1	+0%	+$105	0.04%	147
2025 Q4	$459K	Buy	3,597 +1	+0%	+$124	0.05%	121
2025 Q3	$467K	Buy	3,596 +30	+0.8%	+$4.26K	0.05%	121
2025 Q2	$474K	Buy	3,566 +1	+0%	+$117	0.06%	121
2025 Q1	$412K	Sell	3,565 -45	-1%	-$6.19K	0.06%	121
2024 Q4	$534K	Buy	3,610 +122	+3%	+$17.9K	0.07%	97
2024 Q3	$456K	Sell	3,488 -121	-3%	-$14.3K	0.06%	98
2024 Q2	$380K	Buy	3,609 +2,209	+158%	+$225K	0.06%	106
2024 Q1	$141K	Hold	1,400	–	–	0.02%	179
2023 Q4	$116K	Hold	1,400	–	–	0.02%	195
2023 Q3	$86.2K	Hold	1,400	–	–	0.02%	210
2023 Q2	$78.4K	Hold	1,400	–	–	0.01%	234
2023 Q1	$73.5K	Buy	+1,400	New	+$75.1K	0.02%	231

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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 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

HHM Wealth Advisors's KKR Position: Q2 2026 in Review

HHM Wealth Advisors increased its KKR & Co (KKR) stake by 0.03% in Q2 2026, buying an estimated $97 and bringing the position to 3,599 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #161.

HHM Wealth Advisors first reported a position in KKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $534K in Q4 2024. 352 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

HHM Wealth Advisors held 3,599 shares of KKR & Co worth $330K as of Q2 2026.
HHM Wealth Advisors bought 1 KKR & Co share in Q2 2026, an estimated $97.
KKR & Co made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #161 holding.
HHM Wealth Advisors first reported a position in KKR & Co in Q1 2023 and has held it in 14 quarters since.
HHM Wealth Advisors's KKR & Co position peaked at $534K in Q4 2024.
352 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.