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

Jessup 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 		$500K Sell
5,449
-3,058
-36% -$297K 0.15% 57
2026
Q1 		$787K Sell
8,507
-70,795
-89% -$7.46M 0.29% 40
2025
Q4 		$10.1M Buy
79,302
+1,696
+2% +$211K 3.34% 9
2025
Q3 		$10.1M Sell
77,606
-62
-0.1% -$8.8K 3.76% 10
2025
Q2 		$10.3M Sell
77,668
-1,182
-1% -$138K 4.15% 7
2025
Q1 		$9.12M Buy
78,850
+34,237
+77% +$4.71M 3.83% 8
2024
Q4 		$6.6M Sell
44,613
-235
-0.5% -$34.5K 2.81% 15
2024
Q3 		$5.86M Buy
44,848
+65
+0.1% +$7.69K 2.69% 14
2024
Q2 		$4.71M Sell
44,783
-1,080
-2% -$110K 2.01% 22
2024
Q1 		$4.61M Sell
45,863
-3,892
-8% -$358K 1.98% 21
2023
Q4 		$4.12M Sell
49,755
-49,104
-50% -$3.32M 2.06% 20
2023
Q3 		$6.09M Buy
98,859
+92,072
+1,357% +$5.59M 3.51% 7
2023
Q2 		$380K Sell
6,787
-4,440
-40% -$233K 0.2% 47
2023
Q1 		$590K Buy
11,227
+3
+0% +$161 0.35% 40
2022
Q4 		$521K Buy
+11,224
New +$547K 0.33% 43

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

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

Jessup Wealth Management reduced its KKR & Co (KKR) stake by 36% in Q2 2026, selling an estimated $297K and leaving 5,449 shares worth $500K. The position accounts for 0.15% of the portfolio, ranked #57.

Jessup Wealth Management first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2025. 1,280 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Jessup Wealth Management held 5,449 shares of KKR & Co worth $500K as of Q2 2026.
  • Jessup Wealth Management sold 3,058 KKR & Co shares in Q2 2026, an estimated $297K.
  • KKR & Co made up 0.15% of Jessup Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Jessup Wealth Management first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's KKR & Co position peaked at $10.3M in Q2 2025.
  • 1,280 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.