Legacy Wealth Management (Mississippi)’s KKR & Co KKR Stock Holding History

Legacy Wealth Management (Mississippi)’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	$463K	Hold	5,048	–	–	0.12%	78
2026 Q1	$467K	Hold	5,048	–	–	0.13%	71
2025 Q4	$644K	Hold	5,048	–	–	0.17%	58
2025 Q3	$656K	Hold	5,048	–	–	0.2%	55
2025 Q2	$672K	Sell	5,048 -2,434	-33%	-$285K	0.2%	54
2025 Q1	$865K	Buy	7,482 +2,434	+48%	+$335K	0.28%	50
2024 Q4	$747K	Buy	5,048 +274	+6%	+$40.2K	0.3%	53
2024 Q3	$623K	Buy	+4,774	New	+$565K	0.23%	66

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Wealth Management (Mississippi)'s KKR Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its KKR & Co (KKR) position steady in Q2 2026 at 5,048 shares worth $463K. The position accounts for 0.12% of the portfolio, ranked #78.

Legacy Wealth Management (Mississippi) first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $865K in Q1 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Legacy Wealth Management (Mississippi) held 5,048 shares of KKR & Co worth $463K as of Q2 2026.
Legacy Wealth Management (Mississippi) left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.12% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #78 holding.
Legacy Wealth Management (Mississippi) first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s KKR & Co position peaked at $865K in Q1 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.