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Kestra Private Wealth Services’s KKR & Co KKR Stock Holding History

Kestra Private Wealth Services’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 		$868K Buy
9,453
+431
+5% +$41.8K 0.01% 979
2026
Q1 		$835K Sell
9,022
-880
-9% -$92.8K 0.01% 929
2025
Q4 		$1.26M Sell
9,902
-419
-4% -$52.1K 0.02% 707
2025
Q3 		$1.34M Buy
10,321
+1,187
+13% +$168K 0.02% 660
2025
Q2 		$1.22M Sell
9,134
-287
-3% -$33.6K 0.02% 667
2025
Q1 		$1.09M Buy
9,421
+270
+3% +$37.1K 0.02% 650
2024
Q4 		$1.35M Buy
9,151
+836
+10% +$123K 0.02% 544
2024
Q3 		$1.09M Buy
8,315
+235
+3% +$27.8K 0.02% 594
2024
Q2 		$850K Sell
8,080
-1,610
-17% -$164K 0.02% 631
2024
Q1 		$975K Sell
9,690
-2,905
-23% -$267K 0.02% 561
2023
Q4 		$1.04M Buy
12,595
+91
+0.7% +$6.16K 0.03% 517
2023
Q3 		$770K Buy
12,504
+806
+7% +$48.9K 0.02% 530
2023
Q2 		$655K Buy
11,698
+269
+2% +$14.1K 0.02% 547
2023
Q1 		$600K Buy
11,429
+17
+0.1% +$912 0.02% 551
2022
Q4 		$530K Sell
11,412
-2,005
-15% -$97.7K 0.03% 509
2022
Q3 		$577K Buy
13,417
+1,582
+13% +$79.9K 0.03% 458
2022
Q2 		$548K Buy
11,835
+322
+3% +$16.9K 0.03% 477
2022
Q1 		$673K Buy
11,513
+278
+2% +$17.5K 0.03% 475
2021
Q4 		$837K Buy
11,235
+766
+7% +$56.5K 0.04% 437
2021
Q3 		$637K Buy
10,469
+283
+3% +$17.8K 0.04% 477
2021
Q2 		$603K Buy
10,186
+16
+0.2% +$888 0.04% 460
2021
Q1 		$497K Buy
10,170
+19
+0.2% +$850 0.03% 452
2020
Q4 		$403K Buy
10,151
+21
+0.2% +$793 0.03% 483
2020
Q3 		$348K Buy
+10,130
New +$354K 0.03% 459

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

Kestra Private Wealth Services's KKR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its KKR & Co (KKR) stake by 4.8% in Q2 2026, buying an estimated $41.8K and bringing the position to 9,453 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #979.

Kestra Private Wealth Services first reported a position in KKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Kestra Private Wealth Services held 9,453 shares of KKR & Co worth $868K as of Q2 2026.
  • Kestra Private Wealth Services bought 431 KKR & Co shares in Q2 2026, an estimated $41.8K.
  • KKR & Co made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #979 holding.
  • Kestra Private Wealth Services first reported a position in KKR & Co in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's KKR & Co position peaked at $1.35M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.