KA
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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
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% +$8.09K 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

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

Klingman & Associates's KKR Position: Q2 2026 in Review

Klingman & Associates increased its KKR & Co (KKR) stake by 5.5% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,252 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #268.

Klingman & Associates first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Klingman & Associates held 3,252 shares of KKR & Co worth $298K as of Q2 2026.
  • Klingman & Associates bought 169 KKR & Co shares in Q2 2026, an estimated $16.4K.
  • KKR & Co made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #268 holding.
  • Klingman & Associates first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Klingman & Associates's KKR & Co position peaked at $382K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.