MSWM
KKR icon

Mowery & Schoenfeld Wealth Management’s KKR & Co KKR Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-10
Closed -$1.27K – 432
2025
Q4 		$1.27K Buy
+10
New +$1.24K ﹤0.01% 435

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KKR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 10 shares — an estimated $1.27K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 10 KKR & Co shares in Q1 2026, an estimated $1.27K.
  • Mowery & Schoenfeld Wealth Management first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's KKR & Co position peaked at $1.27K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.