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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
Q2 		$14.8K Buy
161
+35
+28% +$3.39K ﹤0.01% 331
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 $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

High Note Wealth's KKR Position: Q2 2026 in Review

High Note Wealth increased its KKR & Co (KKR) stake by 28% in Q2 2026, buying an estimated $3.39K and bringing the position to 161 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

High Note Wealth first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • High Note Wealth held 161 shares of KKR & Co worth $14.8K as of Q2 2026.
  • High Note Wealth bought 35 KKR & Co shares in Q2 2026, an estimated $3.39K.
  • KKR & Co made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #331 holding.
  • High Note Wealth first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.