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MBL Wealth’s KKR & Co KKR Stock Holding History

MBL 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 		$282K Buy
+3,070
New +$298K 0.02% 296

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

MBL Wealth's KKR Position: Q2 2026 in Review

MBL Wealth opened a new position in KKR & Co (KKR) in Q2 2026: 3,070 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings.

1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MBL Wealth held 3,070 shares of KKR & Co worth $282K as of Q2 2026.
  • KKR & Co was a new MBL Wealth position in Q2 2026.
  • KKR & Co made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #296 holding.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.