Mosaic Family Wealth Partners’s KKR & Co KKR Stock Holding History

Mosaic Family Wealth Partners’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	$484K	Buy	+5,274	New	+$511K	0.03%	294

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth Partners's KKR Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in KKR & Co (KKR) in Q2 2026: 5,274 shares worth $484K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

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

Mosaic Family Wealth Partners held 5,274 shares of KKR & Co worth $484K as of Q2 2026.
KKR & Co was a new Mosaic Family Wealth Partners position in Q2 2026.
KKR & Co made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #294 holding.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.