Maia Wealth
KKR icon

Maia Wealth’s KKR & Co KKR Stock Holding History

Maia Wealth’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
Q3 		$274K Buy
3,005
+251
+9% +$25.6K 0.04% 294
2026
Q2 		$253K Sell
2,754
-22
-0.8% -$2.13K 0.04% 311
2026
Q1 		$257K Buy
2,776
+29
+1% +$3.06K 0.04% 309
2025
Q4 		$278K Buy
+2,747
New +$342K 0.05% 289

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Maia Wealth's KKR Position: Q3 2026 in Review

Maia Wealth increased its KKR & Co (KKR) stake by 9.1% in Q3 2026, buying an estimated $25.6K and bringing the position to 3,005 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #294.

Maia Wealth first reported a position in KKR in Q4 2025 and has held it in 4 quarters since. The position peaked at $278K in Q4 2025. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Maia Wealth held 3,005 shares of KKR & Co worth $274K as of Q3 2026.
  • Maia Wealth bought 251 KKR & Co shares in Q3 2026, an estimated $25.6K.
  • KKR & Co made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #294 holding.
  • Maia Wealth first reported a position in KKR & Co in Q4 2025 and has held it in 4 quarters since.
  • Maia Wealth's KKR & Co position peaked at $278K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.