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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
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

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Maia Wealth's KKR Position: Q2 2026 in Review

Maia Wealth reduced its KKR & Co (KKR) stake by 0.79% in Q2 2026, selling an estimated $2.13K and leaving 2,754 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #311.

Maia Wealth first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 398 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Maia Wealth held 2,754 shares of KKR & Co worth $253K as of Q2 2026.
  • Maia Wealth sold 22 KKR & Co shares in Q2 2026, an estimated $2.13K.
  • KKR & Co made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #311 holding.
  • Maia Wealth first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Maia Wealth's KKR & Co position peaked at $278K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.