MYCIO Wealth Partners’s KKR & Co KKR Stock Holding History

MYCIO 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	$7.22M	Sell	78,670 -5,063	-6%	-$491K	1.35%	11
2026 Q1	$7.75M	Buy	83,733 +56,083	+203%	+$5.91M	1.54%	11
2025 Q4	$3.52M	Hold	27,650	–	–	0.73%	16
2025 Q3	$3.59M	Hold	27,650	–	–	0.83%	16
2025 Q2	$3.68M	Buy	+27,650	New	+$3.24M	0.85%	16
2020 Q1	–	Sell	-20,698	Closed	-$604K	–	232
2019 Q4	$604K	Buy	20,698 +27	+0.1%	+$769	0.04%	178
2019 Q3	$555K	Buy	20,671 +32	+0.2%	+$844	0.04%	167
2019 Q2	$522K	Buy	20,639 +30	+0.1%	+$718	0.04%	162
2019 Q1	$484K	Buy	20,609 +30	+0.1%	+$683	0.04%	162
2018 Q4	$404K	Buy	+20,579	New	+$471K	0.04%	172
2018 Q2	–	Sell	-13,280	Closed	-$270K	–	281
2018 Q1	$270K	Sell	13,280 -3,195	-19%	-$71K	0.03%	200
2017 Q4	$347K	Buy	16,475 +1,000	+6%	+$20.1K	0.04%	177
2017 Q3	$315K	Hold	15,475	–	–	0.04%	191
2017 Q2	$288K	Buy	15,475 +475	+3%	+$8.7K	0.03%	180
2017 Q1	$273K	Hold	15,000	–	–	0.03%	183
2016 Q4	$231K	Buy	15,000 +13,000	+650%	+$196K	0.03%	188
2016 Q3	$29K	Hold	2,000	–	–	﹤0.01%	428
2016 Q2	$25K	Hold	2,000	–	–	﹤0.01%	429
2016 Q1	$29K	Hold	2,000	–	–	0.01%	385
2015 Q4	$31K	Buy	2,000 +500	+33%	+$8.55K	0.01%	348
2015 Q3	$25K	Hold	1,500	–	–	0.01%	404
2015 Q2	$34K	Hold	1,500	–	–	0.01%	348
2015 Q1	$34K	Hold	1,500	–	–	0.01%	329
2014 Q4	$35K	Hold	1,500	–	–	0.01%	313
2014 Q3	$33K	Hold	1,500	–	–	0.01%	300
2014 Q2	$36K	Hold	1,500	–	–	0.01%	305
2014 Q1	$34K	Hold	1,500	–	–	0.01%	302
2013 Q4	$37K	Buy	+1,500	New	+$34.5K	0.01%	282

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

MYCIO Wealth Partners's KKR Position: Q2 2026 in Review

MYCIO Wealth Partners reduced its KKR & Co (KKR) stake by 6% in Q2 2026, selling an estimated $491K and leaving 78,670 shares worth $7.22M. The position accounts for 1.35% of the portfolio, ranked #11.

MYCIO Wealth Partners first reported a position in KKR in Q4 2013 and has held it in 28 quarters since. The position peaked at $7.75M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

MYCIO Wealth Partners held 78,670 shares of KKR & Co worth $7.22M as of Q2 2026.
MYCIO Wealth Partners sold 5,063 KKR & Co shares in Q2 2026, an estimated $491K.
KKR & Co made up 1.35% of MYCIO Wealth Partners's portfolio in Q2 2026, its #11 holding.
MYCIO Wealth Partners first reported a position in KKR & Co in Q4 2013 and has held it in 28 quarters since.
MYCIO Wealth Partners's KKR & Co position peaked at $7.75M in Q1 2026.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.