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Leo Wealth LLC’s KKR & Co KKR Stock Holding History

Leo Wealth LLC’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
Q1 		$207K Sell
2,236
-10,686
-83% -$1.13M 0.02% 429
2025
Q4 		$1.65M Buy
12,922
+10,668
+473% +$1.33M 0.12% 136
2025
Q3 		$293K Sell
2,254
-87
-4% -$12.3K 0.04% 234
2025
Q2 		$311K Sell
2,341
-662
-22% -$77.5K 0.02% 305
2025
Q1 		$347K Sell
3,003
-552
-16% -$75.9K 0.05% 203
2024
Q4 		$526K Sell
3,555
-7
-0.2% -$1.03K 0.05% 230
2024
Q3 		$465K Sell
3,562
-14
-0.4% -$1.66K 0.04% 235
2024
Q2 		$376K Buy
3,576
+5
+0.1% +$509 0.04% 248
2024
Q1 		$359K Buy
3,571
+490
+16% +$45.1K 0.04% 247
2023
Q4 		$257K Buy
+3,081
New +$209K 0.03% 278

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Leo Wealth LLC's KKR Position: Q1 2026 in Review

Leo Wealth LLC reduced its KKR & Co (KKR) stake by 83% in Q1 2026, selling an estimated $1.13M and leaving 2,236 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #429.

Leo Wealth LLC first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Leo Wealth LLC held 2,236 shares of KKR & Co worth $207K as of Q1 2026.
  • Leo Wealth LLC sold 10,686 KKR & Co shares in Q1 2026, an estimated $1.13M.
  • KKR & Co made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #429 holding.
  • Leo Wealth LLC first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's KKR & Co position peaked at $1.65M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.