HighMark Wealth Management’s KKR & Co KKR Stock Holding History

HighMark 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	$2.78K	Hold	30	–	–	﹤0.01%	441
2026 Q1	$2.8K	Hold	30	–	–	﹤0.01%	435
2025 Q4	$3.85K	Sell	30 -9	-23%	-$1.12K	﹤0.01%	432
2025 Q3	$5.08K	Buy	39 +1	+3%	+$142	﹤0.01%	391
2025 Q2	$5.06K	Hold	38	–	–	﹤0.01%	393
2025 Q1	$4.39K	Buy	38 +30	+375%	+$4.13K	﹤0.01%	382
2024 Q4	$1.18K	Buy	+8	New	+$1.17K	﹤0.01%	489

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

HighMark Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 30 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

HighMark Wealth Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08K in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

HighMark Wealth Management held 30 shares of KKR & Co worth $2.78K as of Q2 2026.
HighMark Wealth Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #441 holding.
HighMark Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
HighMark Wealth Management's KKR & Co position peaked at $5.08K in Q3 2025.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.