MWM
KKR icon

Mission Wealth Management’s KKR & Co KKR Stock Holding History

Mission 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 		$2.41M Buy
26,263
+4,971
+23% +$482K 0.03% 272
2026
Q1 		$1.97M Buy
21,292
+725
+4% +$76.4K 0.04% 217
2025
Q4 		$2.62M Buy
20,567
+110
+0.5% +$13.7K 0.05% 188
2025
Q3 		$2.66M Sell
20,457
-71
-0.3% -$10.1K 0.05% 186
2025
Q2 		$2.73M Buy
20,528
+4
+0% +$468 0.06% 179
2025
Q1 		$2.37M Buy
20,524
+17
+0.1% +$2.34K 0.06% 176
2024
Q4 		$3.03M Sell
20,507
-82
-0.4% -$12K 0.07% 141
2024
Q3 		$2.69M Buy
20,589
+190
+0.9% +$22.5K 0.07% 154
2024
Q2 		$2.15M Buy
20,399
+80
+0.4% +$8.14K 0.06% 161
2024
Q1 		$2.04M Buy
20,319
+163
+0.8% +$15K 0.05% 178
2023
Q4 		$1.67M Buy
20,156
+22
+0.1% +$1.49K 0.05% 168
2023
Q3 		$1.24M Buy
20,134
+8,068
+67% +$490K 0.05% 193
2023
Q2 		$676K Sell
12,066
-28
-0.2% -$1.47K 0.03% 291
2023
Q1 		$635K Buy
12,094
+65
+0.5% +$3.49K 0.03% 295
2022
Q4 		$558K Sell
12,029
-6
-0% -$292 0.03% 295
2022
Q3 		$518K Buy
12,035
+5
+0% +$253 0.03% 290
2022
Q2 		$557K Sell
12,030
-469
-4% -$24.6K 0.03% 280
2022
Q1 		$731K Buy
12,499
+459
+4% +$28.9K 0.03% 248
2021
Q4 		$897K Sell
12,040
-176
-1% -$13K 0.04% 207
2021
Q3 		$744K Sell
12,216
-1,584
-11% -$99.5K 0.04% 220
2021
Q2 		$818K Buy
13,800
+1,800
+15% +$99.9K 0.04% 194
2021
Q1 		$586K Hold
12,000
– – 0.03% 234
2020
Q4 		$486K Hold
12,000
– – 0.03% 244
2020
Q3 		$412K Buy
+12,000
New +$420K 0.03% 226

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

Mission Wealth Management's KKR Position: Q2 2026 in Review

Mission Wealth Management increased its KKR & Co (KKR) stake by 23% in Q2 2026, buying an estimated $482K and bringing the position to 26,263 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #272.

Mission Wealth Management first reported a position in KKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.03M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mission Wealth Management held 26,263 shares of KKR & Co worth $2.41M as of Q2 2026.
  • Mission Wealth Management bought 4,971 KKR & Co shares in Q2 2026, an estimated $482K.
  • KKR & Co made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Mission Wealth Management first reported a position in KKR & Co in Q3 2020 and has held it in 24 quarters since.
  • Mission Wealth Management's KKR & Co position peaked at $3.03M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.