JSW
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Journey Strategic Wealth’s KKR & Co KKR Stock Holding History

Journey Strategic Wealth’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 		– Sell
-5,110
Closed -$651K – 856
2025
Q4 		$651K Sell
5,110
-402
-7% -$50K 0.02% 250
2025
Q3 		$716K Buy
5,512
+150
+3% +$21.3K 0.02% 223
2025
Q2 		$713K Buy
+5,362
New +$628K 0.02% 218

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 $315B AUM 27.84% 1-Year Est. Return

Journey Strategic Wealth's KKR Position: Q1 2026 in Review

Journey Strategic Wealth sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 5,110 shares — an estimated $651K sold.

Journey Strategic Wealth first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $716K in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Journey Strategic Wealth reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,110 KKR & Co shares in Q1 2026, an estimated $651K.
  • Journey Strategic Wealth first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's KKR & Co position peaked at $716K in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.