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Timothy G. Youngquist 2020 Irrevocable Trust’s KKR & Co KKR Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-242
Closed -$22.4K – 314
2026
Q1 		$22.4K Buy
+242
New +$25.5K 0.01% 305

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's KKR Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 242 shares — an estimated $22.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $22.4K in Q1 2026. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 242 KKR & Co shares in Q2 2026, an estimated $22.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's KKR & Co position peaked at $22.4K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.