Klingman & Associates
KKR icon

Klingman & Associates’s KKR & Co KKR Stock Holding History

Klingman & Associates’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
Q3 		$334K Buy
3,663
+411
+13% +$42K 0.01% 290
2026
Q2 		$298K Buy
3,252
+169
+5% +$16.4K 0.01% 268
2026
Q1 		$285K Buy
3,083
+89
+3% +$9.38K 0.01% 268
2025
Q4 		$382K Buy
2,994
+65
+2% +$8.08K 0.02% 226
2025
Q3 		$381K Buy
2,929
+327
+13% +$46.4K 0.02% 224
2025
Q2 		$346K Buy
+2,602
New +$305K 0.02% 223

Other funds holding KKR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Klingman & Associates's KKR Position: Q3 2026 in Review

Klingman & Associates increased its KKR & Co (KKR) stake by 13% in Q3 2026, buying an estimated $42K and bringing the position to 3,663 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #290.

Klingman & Associates first reported a position in KKR in Q2 2025 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 829 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Klingman & Associates held 3,663 shares of KKR & Co worth $334K as of Q3 2026.
  • Klingman & Associates bought 411 KKR & Co shares in Q3 2026, an estimated $42K.
  • KKR & Co made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #290 holding.
  • Klingman & Associates first reported a position in KKR & Co in Q2 2025 and has held it in 6 quarters since.
  • Klingman & Associates's KKR & Co position peaked at $382K in Q4 2025.
  • 829 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.