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

IMG 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 		$14K Buy
153
+36
+31% +$3.49K 0.01% 276
2026
Q1 		$10.8K Buy
117
+114
+3,800% +$12K 0.01% 280
2025
Q4 		$382 Buy
+3
New +$373 ﹤0.01% 577

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

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

IMG Wealth Management increased its KKR & Co (KKR) stake by 31% in Q2 2026, buying an estimated $3.49K and bringing the position to 153 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #276.

IMG Wealth Management first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • IMG Wealth Management held 153 shares of KKR & Co worth $14K as of Q2 2026.
  • IMG Wealth Management bought 36 KKR & Co shares in Q2 2026, an estimated $3.49K.
  • KKR & Co made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #276 holding.
  • IMG Wealth Management first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.