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

Kingsview 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 		$281K Buy
3,057
+819
+37% +$79.4K ﹤0.01% 1220
2026
Q1 		$207K Buy
2,238
+146
+7% +$15.4K ﹤0.01% 1243
2025
Q4 		$267K Sell
2,092
-68
-3% -$8.46K ﹤0.01% 1060
2025
Q3 		$281K Buy
2,160
+236
+12% +$33.5K ﹤0.01% 990
2025
Q2 		$256K Sell
1,924
-18
-0.9% -$2.11K ﹤0.01% 1006
2025
Q1 		$224K Sell
1,942
-311
-14% -$42.8K ﹤0.01% 996
2024
Q4 		$333K Buy
2,253
+302
+15% +$44.3K 0.01% 856
2024
Q3 		$255K Buy
+1,951
New +$231K 0.01% 939
2022
Q1 		– Sell
-7,159
Closed -$533K – 949
2021
Q4 		$533K Buy
7,159
+421
+6% +$31.1K 0.02% 554
2021
Q3 		$410K Buy
6,738
+223
+3% +$14K 0.02% 605
2021
Q2 		$389K Buy
6,515
+677
+12% +$37.6K 0.02% 629
2021
Q1 		$294K Buy
+5,838
New +$261K 0.02% 649

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

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

Kingsview Wealth Management increased its KKR & Co (KKR) stake by 37% in Q2 2026, buying an estimated $79.4K and bringing the position to 3,057 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Kingsview Wealth Management first reported a position in KKR in Q1 2021 and has held it in 12 quarters since. The position peaked at $533K in Q4 2021. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Kingsview Wealth Management held 3,057 shares of KKR & Co worth $281K as of Q2 2026.
  • Kingsview Wealth Management bought 819 KKR & Co shares in Q2 2026, an estimated $79.4K.
  • KKR & Co made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Kingsview Wealth Management first reported a position in KKR & Co in Q1 2021 and has held it in 12 quarters since.
  • Kingsview Wealth Management's KKR & Co position peaked at $533K in Q4 2021.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.