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Laird Norton Wetherby Trust Company’s KKR & Co KKR Stock Holding History

Laird Norton Wetherby Trust Company’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 		$887K Buy
9,667
+222
+2% +$21.5K 0.02% 547
2026
Q1 		$874K Sell
9,445
-2,310
-20% -$243K 0.02% 534
2025
Q4 		$1.5M Buy
+11,755
New +$1.46M 0.03% 391

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

Laird Norton Wetherby Trust Company's KKR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its KKR & Co (KKR) stake by 2.4% in Q2 2026, buying an estimated $21.5K and bringing the position to 9,667 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #547.

Laird Norton Wetherby Trust Company first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 9,667 shares of KKR & Co worth $887K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 222 KKR & Co shares in Q2 2026, an estimated $21.5K.
  • KKR & Co made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #547 holding.
  • Laird Norton Wetherby Trust Company first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's KKR & Co position peaked at $1.5M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.