MPWT
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MassMutual Private Wealth & Trust’s KKR & Co KKR Stock Holding History

MassMutual Private Wealth & 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 		$182K Buy
1,981
+260
+15% +$25.2K ﹤0.01% 467
2026
Q1 		$159K Sell
1,721
-252
-13% -$26.6K ﹤0.01% 476
2025
Q4 		$252K Buy
1,973
+124
+7% +$15.4K 0.01% 405
2025
Q3 		$240K Buy
1,849
+245
+15% +$34.8K 0.01% 418
2025
Q2 		$213K Sell
1,604
-82
-5% -$9.6K 0.01% 428
2025
Q1 		$195K Buy
1,686
+576
+52% +$79.2K 0.01% 435
2024
Q4 		$164K Buy
1,110
+199
+22% +$29.2K ﹤0.01% 482
2024
Q3 		$119K Buy
911
+459
+102% +$54.3K ﹤0.01% 488
2024
Q2 		$47.6K Buy
452
+179
+66% +$18.2K ﹤0.01% 651
2024
Q1 		$27.5K Buy
273
+56
+26% +$5.15K ﹤0.01% 750
2023
Q4 		$18K Sell
217
-497
-70% -$33.7K ﹤0.01% 844
2023
Q3 		$44K Buy
714
+379
+113% +$23K ﹤0.01% 619
2023
Q2 		$18.8K Sell
335
-179
-35% -$9.38K ﹤0.01% 778
2023
Q1 		$27K Buy
514
+200
+64% +$10.7K ﹤0.01% 651
2022
Q4 		$15K Sell
314
-245
-44% -$11.9K ﹤0.01% 697
2022
Q3 		$24K Buy
559
+125
+29% +$6.32K ﹤0.01% 557
2022
Q2 		$20K Buy
434
+5
+1% +$262 ﹤0.01% 574
2022
Q1 		$25K Sell
429
-13
-3% -$818 ﹤0.01% 552
2021
Q4 		$33K Buy
442
+4
+0.9% +$295 ﹤0.01% 530
2021
Q3 		$27K Sell
438
-8
-2% -$502 ﹤0.01% 550
2021
Q2 		$26K Buy
446
+276
+162% +$15.3K ﹤0.01% 543
2021
Q1 		$8K Sell
170
-73
-30% -$3.27K ﹤0.01% 637
2020
Q4 		$10K Buy
+243
New +$9.18K ﹤0.01% 600
2016
Q2 		– Sell
-3,000
Closed -$44.1K – 875
2016
Q1 		$44.1K Buy
+3,000
New +$40.8K 0.01% 373
2015
Q4 		– Sell
-400
Closed -$8.92K – 897
2015
Q3 		$8.92K Buy
+400
New +$8.5K ﹤0.01% 544
2015
Q1 		– Sell
-400
Closed -$9.28K – 759
2014
Q4 		$9.28K Buy
+400
New +$8.77K ﹤0.01% 422

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

MassMutual Private Wealth & Trust's KKR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its KKR & Co (KKR) stake by 15% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,981 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

MassMutual Private Wealth & Trust first reported a position in KKR in Q4 2014 and has held it in 26 quarters since. The position peaked at $252K in Q4 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,981 shares of KKR & Co worth $182K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 260 KKR & Co shares in Q2 2026, an estimated $25.2K.
  • KKR & Co made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #467 holding.
  • MassMutual Private Wealth & Trust first reported a position in KKR & Co in Q4 2014 and has held it in 26 quarters since.
  • MassMutual Private Wealth & Trust's KKR & Co position peaked at $252K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.