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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jessup Wealth Management's KKR Position: Q1 2026 in Review

Jessup Wealth Management reduced its KKR & Co (KKR) stake by 89% in Q1 2026, selling an estimated $7.46M and leaving 8,507 shares worth $787K. The position accounts for 0.29% of the portfolio, ranked #40.

Jessup Wealth Management first reported a position in KKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Jessup Wealth Management held 8,507 shares of KKR & Co worth $787K as of Q1 2026.
  • Jessup Wealth Management sold 70,795 KKR & Co shares in Q1 2026, an estimated $7.46M.
  • KKR & Co made up 0.29% of Jessup Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Jessup Wealth Management first reported a position in KKR & Co in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's KKR & Co position peaked at $10.3M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.