Naviter Wealth’s KKR & Co KKR Stock Holding History

Naviter Wealth’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	$246K	Sell	2,680 -159	-6%	-$15.4K	0.02%	280
2026 Q1	$263K	Buy	2,839 +6	+0.2%	+$632	0.03%	246
2025 Q4	$361K	Buy	2,833 +6	+0.2%	+$746	0.05%	217
2025 Q3	$367K	Buy	2,827 +30	+1%	+$4.26K	0.04%	217
2025 Q2	$372K	Sell	2,797 -11	-0.4%	-$1.29K	0.05%	215
2025 Q1	$323K	Buy	2,808 +265	+10%	+$36.5K	0.04%	228
2024 Q4	$376K	Buy	2,543 +268	+12%	+$39.3K	0.05%	221
2024 Q3	$297K	Buy	+2,275	New	+$269K	0.04%	205

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

Naviter Wealth's KKR Position: Q2 2026 in Review

Naviter Wealth reduced its KKR & Co (KKR) stake by 5.6% in Q2 2026, selling an estimated $15.4K and leaving 2,680 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #280.

Naviter Wealth first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $376K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Naviter Wealth held 2,680 shares of KKR & Co worth $246K as of Q2 2026.
Naviter Wealth sold 159 KKR & Co shares in Q2 2026, an estimated $15.4K.
KKR & Co made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #280 holding.
Naviter Wealth first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
Naviter Wealth's KKR & Co position peaked at $376K in Q4 2024.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.