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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
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 $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

NewEdge Wealth's KKR Position: Q1 2026 in Review

NewEdge Wealth reduced its KKR & Co (KKR) stake by 38% in Q1 2026, selling an estimated $989K and leaving 14,996 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #530.

NewEdge Wealth first reported a position in KKR in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.11M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • NewEdge Wealth held 14,996 shares of KKR & Co worth $1.39M as of Q1 2026.
  • NewEdge Wealth sold 9,386 KKR & Co shares in Q1 2026, an estimated $989K.
  • KKR & Co made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #530 holding.
  • NewEdge Wealth first reported a position in KKR & Co in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's KKR & Co position peaked at $3.11M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.