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NewEdge Wealth’s KKR & Co KKR Stock Holding History

NewEdge 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 		$1.15M Sell
12,537
-2,459
-16% -$238K 0.01% 630
2026
Q1 		$1.39M Sell
14,996
-9,386
-38% -$989K 0.02% 530
2025
Q4 		$3.11M Buy
24,382
+3,811
+19% +$474K 0.04% 341
2025
Q3 		$2.45M Buy
20,571
+481
+2% +$68.3K 0.04% 343
2025
Q2 		$2.86M Sell
20,090
-2,747
-12% -$322K 0.04% 308
2025
Q1 		$2.64M Buy
22,837
+7,127
+45% +$981K 0.05% 295
2024
Q4 		$2.32M Buy
15,710
+763
+5% +$112K 0.04% 320
2024
Q3 		$1.95M Buy
14,947
+2,350
+19% +$278K 0.04% 359
2024
Q2 		$1.33M Buy
12,597
+41
+0.3% +$4.17K 0.03% 379
2024
Q1 		$1.22M Buy
12,556
+5,696
+83% +$524K 0.03% 398
2023
Q4 		$568K Buy
6,860
+430
+7% +$29.1K 0.01% 487
2023
Q3 		$396K Sell
6,430
-915
-12% -$55.6K 0.01% 490
2023
Q2 		$411K Sell
7,345
-265
-3% -$13.9K 0.01% 483
2023
Q1 		$400K Buy
7,610
+761
+11% +$40.8K 0.02% 451
2022
Q4 		$318K Sell
6,849
-389
-5% -$19K 0.01% 442
2022
Q3 		$311K Sell
7,238
-1,862
-20% -$94.1K 0.01% 419
2022
Q2 		$421K Buy
+9,100
New +$477K 0.02% 415

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

NewEdge Wealth's KKR Position: Q2 2026 in Review

NewEdge Wealth reduced its KKR & Co (KKR) stake by 16% in Q2 2026, selling an estimated $238K and leaving 12,537 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #630.

NewEdge Wealth first reported a position in KKR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.11M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NewEdge Wealth held 12,537 shares of KKR & Co worth $1.15M as of Q2 2026.
  • NewEdge Wealth sold 2,459 KKR & Co shares in Q2 2026, an estimated $238K.
  • KKR & Co made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #630 holding.
  • NewEdge Wealth first reported a position in KKR & Co in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's KKR & Co position peaked at $3.11M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.