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Laurel Oak Wealth Management’s KKR & Co KKR Stock Holding History

Laurel Oak 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 		$466K Sell
5,075
-61
-1% -$5.92K 0.07% 212
2026
Q1 		$475K Buy
5,136
+80
+2% +$8.43K 0.08% 203
2025
Q4 		$645K Buy
+5,056
New +$629K 0.11% 153

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's KKR Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its KKR & Co (KKR) stake by 1.2% in Q2 2026, selling an estimated $5.92K and leaving 5,075 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #212.

Laurel Oak Wealth Management first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Laurel Oak Wealth Management held 5,075 shares of KKR & Co worth $466K as of Q2 2026.
  • Laurel Oak Wealth Management sold 61 KKR & Co shares in Q2 2026, an estimated $5.92K.
  • KKR & Co made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Laurel Oak Wealth Management first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's KKR & Co position peaked at $645K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.