MGWM
KKR icon

Marks Group Wealth Management’s KKR & Co KKR Stock Holding History

Marks Group Wealth Management’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 		$1.02M Buy
11,060
+5,567
+101% +$540K 0.09% 203
2026
Q1 		$508K Sell
5,493
-7,338
-57% -$773K 0.05% 244
2025
Q4 		$1.64M Buy
12,831
+8,134
+173% +$1.01M 0.16% 140
2025
Q3 		$610K Sell
4,697
-339
-7% -$48.1K 0.06% 211
2025
Q2 		$670K Buy
5,036
+334
+7% +$39.1K 0.06% 207
2025
Q1 		$544K Sell
4,702
-377
-7% -$51.9K 0.05% 232
2024
Q4 		$751K Sell
5,079
-477
-9% -$70K 0.07% 190
2024
Q3 		$726K Sell
5,556
-632
-10% -$74.8K 0.07% 191
2024
Q2 		$651K Sell
6,188
-784
-11% -$79.8K 0.07% 200
2024
Q1 		$701K Sell
6,972
-508
-7% -$46.7K 0.07% 191
2023
Q4 		$620K Buy
7,480
+146
+2% +$9.89K 0.07% 199
2023
Q3 		$452K Buy
7,334
+21
+0.3% +$1.27K 0.06% 213
2023
Q2 		$410K Sell
7,313
-1,285
-15% -$67.3K 0.05% 223
2023
Q1 		$452K Buy
8,598
+178
+2% +$9.55K 0.06% 216
2022
Q4 		$391K Buy
8,420
+37
+0.4% +$1.8K 0.05% 226
2022
Q3 		$360K Buy
8,383
+212
+3% +$10.7K 0.05% 225
2022
Q2 		$378K Buy
8,171
+316
+4% +$16.6K 0.05% 226
2022
Q1 		$459K Buy
7,855
+382
+5% +$24K 0.06% 240
2021
Q4 		$557K Sell
7,473
-768
-9% -$56.7K 0.07% 225
2021
Q3 		$502K Sell
8,241
-342
-4% -$21.5K 0.07% 202
2021
Q2 		$508K Sell
8,583
-197
-2% -$10.9K 0.07% 179
2021
Q1 		$429K Sell
8,780
-499
-5% -$22.3K 0.06% 187
2020
Q4 		$376K Sell
9,279
-389
-4% -$14.7K 0.06% 190
2020
Q3 		$332K Sell
9,668
-559
-5% -$19.6K 0.06% 194
2020
Q2 		$316K Hold
10,227
– – 0.06% 189
2020
Q1 		$240K Buy
10,227
+1,543
+18% +$44.3K 0.06% 194
2019
Q4 		$253K Buy
+8,684
New +$247K 0.05% 215

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

Marks Group Wealth Management's KKR Position: Q2 2026 in Review

Marks Group Wealth Management increased its KKR & Co (KKR) stake by 101% in Q2 2026, buying an estimated $540K and bringing the position to 11,060 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #203.

Marks Group Wealth Management first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.64M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Marks Group Wealth Management held 11,060 shares of KKR & Co worth $1.02M as of Q2 2026.
  • Marks Group Wealth Management bought 5,567 KKR & Co shares in Q2 2026, an estimated $540K.
  • KKR & Co made up 0.09% of Marks Group Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Marks Group Wealth Management first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's KKR & Co position peaked at $1.64M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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