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Integrated Wealth Concepts’s KKR & Co KKR Stock Holding History

Integrated Wealth Concepts’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 		$1.56M Buy
16,963
+3,907
+30% +$379K 0.01% 1083
2026
Q1 		$1.21M Buy
13,056
+10,142
+348% +$1.07M 0.01% 1011
2025
Q4 		$371K Buy
2,914
+224
+8% +$27.9K ﹤0.01% 1232
2025
Q3 		$350K Sell
2,690
-419
-13% -$59.5K ﹤0.01% 1550
2025
Q2 		$414K Buy
3,109
+150
+5% +$17.6K ﹤0.01% 1378
2025
Q1 		$342K Sell
2,959
-341
-10% -$46.9K ﹤0.01% 1331
2024
Q4 		$488K Buy
3,300
+707
+27% +$104K 0.01% 1129
2024
Q3 		$339K Sell
2,593
-339
-12% -$40.1K ﹤0.01% 1262
2024
Q2 		$309K Buy
2,932
+392
+15% +$39.9K ﹤0.01% 1301
2024
Q1 		$255K Buy
+2,540
New +$234K ﹤0.01% 1406
2023
Q4 		– Sell
-5,853
Closed -$361K – 1637
2023
Q3 		$361K Buy
5,853
+21
+0.4% +$1.27K 0.01% 1139
2023
Q2 		$327K Buy
5,832
+36
+0.6% +$1.89K 0.01% 1188
2023
Q1 		$304K Buy
+5,796
New +$311K 0.01% 1052

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

Integrated Wealth Concepts's KKR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its KKR & Co (KKR) stake by 30% in Q2 2026, buying an estimated $379K and bringing the position to 16,963 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1083.

Integrated Wealth Concepts first reported a position in KKR in Q1 2023 and has held it in 13 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Integrated Wealth Concepts held 16,963 shares of KKR & Co worth $1.56M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,907 KKR & Co shares in Q2 2026, an estimated $379K.
  • KKR & Co made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1083 holding.
  • Integrated Wealth Concepts first reported a position in KKR & Co in Q1 2023 and has held it in 13 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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