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Institute for Wealth Management’s KKR & Co KKR Stock Holding History

Institute for 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 		$932K Buy
10,154
+375
+4% +$36.4K 0.08% 213
2026
Q1 		$905K Sell
9,779
-481
-5% -$50.7K 0.1% 215
2025
Q4 		$1.31M Sell
10,260
-476
-4% -$59.2K 0.14% 158
2025
Q3 		$1.4M Sell
10,736
-167
-2% -$23.7K 0.15% 151
2025
Q2 		$1.45M Sell
10,903
-1,077
-9% -$126K 0.16% 130
2025
Q1 		$1.39M Buy
11,980
+4,416
+58% +$608K 0.18% 125
2024
Q4 		$1.12M Hold
7,564
– – 0.14% 155
2024
Q3 		$988K Sell
7,564
-90
-1% -$10.6K 0.12% 179
2024
Q2 		$806K Sell
7,654
-109
-1% -$11.1K 0.11% 201
2024
Q1 		$781K Buy
7,763
+2,679
+53% +$246K 0.1% 209
2023
Q4 		$421K Sell
5,084
-453
-8% -$30.7K 0.07% 302
2023
Q3 		$341K Sell
5,537
-433
-7% -$26.3K 0.06% 324
2023
Q2 		$334K Hold
5,970
– – 0.06% 341
2023
Q1 		$314K Sell
5,970
-146
-2% -$7.83K 0.06% 338
2022
Q4 		$284K Sell
6,116
-3,812
-38% -$186K 0.06% 361
2022
Q3 		$427K Hold
9,928
– – 0.1% 268
2022
Q2 		$460K Buy
9,928
+194
+2% +$10.2K 0.09% 291
2022
Q1 		$569K Buy
9,734
+342
+4% +$21.5K 0.09% 270
2021
Q4 		$700K Buy
9,392
+414
+5% +$30.5K 0.11% 216
2021
Q3 		$547K Buy
8,978
+1,010
+13% +$63.4K 0.1% 256
2021
Q2 		$472K Buy
7,968
+435
+6% +$24.1K 0.08% 286
2021
Q1 		$368K Buy
7,533
+2,377
+46% +$106K 0.07% 320
2020
Q4 		$209K Buy
+5,156
New +$195K 0.04% 418

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

Institute for Wealth Management's KKR Position: Q2 2026 in Review

Institute for Wealth Management increased its KKR & Co (KKR) stake by 3.8% in Q2 2026, buying an estimated $36.4K and bringing the position to 10,154 shares worth $932K. The position accounts for 0.08% of the portfolio, ranked #213.

Institute for Wealth Management first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Institute for Wealth Management held 10,154 shares of KKR & Co worth $932K as of Q2 2026.
  • Institute for Wealth Management bought 375 KKR & Co shares in Q2 2026, an estimated $36.4K.
  • KKR & Co made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Institute for Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • Institute for Wealth Management's KKR & Co position peaked at $1.45M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.