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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Naviter Wealth's KKR Position: Q1 2026 in Review

Naviter Wealth increased its KKR & Co (KKR) stake by 0.21% in Q1 2026, buying an estimated $632 and bringing the position to 2,839 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #246.

Naviter Wealth first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Naviter Wealth held 2,839 shares of KKR & Co worth $263K as of Q1 2026.
  • Naviter Wealth bought 6 KKR & Co shares in Q1 2026, an estimated $632.
  • KKR & Co made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #246 holding.
  • Naviter Wealth first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
  • Naviter Wealth's KKR & Co position peaked at $376K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.