MAS
KKR icon

MPWM Advisory Solutions’s KKR & Co KKR Stock Holding History

MPWM Advisory Solutions’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 		$1.84K Hold
20
– – ﹤0.01% 496
2026
Q1 		$1.85K Hold
20
– – ﹤0.01% 497
2025
Q4 		$2.55K Hold
20
– – ﹤0.01% 438
2025
Q3 		$2.6K Hold
20
– – ﹤0.01% 402
2025
Q2 		$2.66K Sell
20
-9
-31% -$1.05K ﹤0.01% 411
2025
Q1 		$3.35K Hold
29
– – ﹤0.01% 409
2024
Q4 		$4.29K Buy
+29
New +$4.25K ﹤0.01% 396

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

MPWM Advisory Solutions's KKR Position: Q2 2026 in Review

MPWM Advisory Solutions held its KKR & Co (KKR) position steady in Q2 2026 at 20 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

MPWM Advisory Solutions first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MPWM Advisory Solutions held 20 shares of KKR & Co worth $1.84K as of Q2 2026.
  • MPWM Advisory Solutions left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #496 holding.
  • MPWM Advisory Solutions first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's KKR & Co position peaked at $4.29K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.