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High Note Wealth’s KKR & Co KKR Stock Holding History

High Note Wealth’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
Q1 		$11.7K Buy
126
+44
+54% +$4.64K ﹤0.01% 346
2025
Q4 		$10.5K Buy
82
+6
+8% +$746 ﹤0.01% 332
2025
Q3 		$9.88K Buy
76
+3
+4% +$426 ﹤0.01% 316
2025
Q2 		$9.71K Hold
73
– – ﹤0.01% 305
2025
Q1 		$8.44K Hold
73
– – ﹤0.01% 312
2024
Q4 		$10.8K Buy
+73
New +$10.7K ﹤0.01% 288

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

High Note Wealth's KKR Position: Q1 2026 in Review

High Note Wealth increased its KKR & Co (KKR) stake by 54% in Q1 2026, buying an estimated $4.64K and bringing the position to 126 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

High Note Wealth first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • High Note Wealth held 126 shares of KKR & Co worth $11.7K as of Q1 2026.
  • High Note Wealth bought 44 KKR & Co shares in Q1 2026, an estimated $4.64K.
  • KKR & Co made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #346 holding.
  • High Note Wealth first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.