Jamison Private Wealth Management’s KKR & Co KKR Stock Holding History

Jamison Private 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	$4.27M	Buy	46,522 +2,876	+7%	+$279K	0.43%	61
2026 Q1	$4.04M	Buy	43,646 +8,181	+23%	+$862K	0.49%	60
2025 Q4	$4.52M	Sell	35,465 -427	-1%	-$53.1K	0.55%	53
2025 Q3	$4.66M	Buy	35,892 +1,161	+3%	+$165K	0.59%	49
2025 Q2	$4.62M	Sell	34,731 -113	-0.3%	-$13.2K	0.66%	48
2025 Q1	$4.03M	Buy	34,844 +328	+1%	+$45.1K	0.61%	47
2024 Q4	$5.11M	Sell	34,516 -40	-0.1%	-$5.87K	0.75%	44
2024 Q3	$4.51M	Sell	34,556 -40	-0.1%	-$4.73K	0.69%	48
2024 Q2	$3.64M	Buy	+34,596	New	+$3.52M	0.61%	51

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

Jamison Private Wealth Management's KKR Position: Q2 2026 in Review

Jamison Private Wealth Management increased its KKR & Co (KKR) stake by 6.6% in Q2 2026, buying an estimated $279K and bringing the position to 46,522 shares worth $4.27M. The position accounts for 0.43% of the portfolio, ranked #61.

Jamison Private Wealth Management first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.11M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Jamison Private Wealth Management held 46,522 shares of KKR & Co worth $4.27M as of Q2 2026.
Jamison Private Wealth Management bought 2,876 KKR & Co shares in Q2 2026, an estimated $279K.
KKR & Co made up 0.43% of Jamison Private Wealth Management's portfolio in Q2 2026, its #61 holding.
Jamison Private Wealth Management first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Jamison Private Wealth Management's KKR & Co position peaked at $5.11M in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.