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NorthRock Partners’s KKR & Co KKR Stock Holding History

NorthRock 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 		– Sell
-2,526
Closed -$234K – 712
2026
Q1 		$234K Buy
2,526
+791
+46% +$83.4K ﹤0.01% 591
2025
Q4 		$221K Sell
1,735
-6,856
-80% -$853K ﹤0.01% 545
2025
Q3 		$1.12M Buy
8,591
+3,875
+82% +$550K 0.02% 322
2025
Q2 		$628K Buy
4,716
+2,281
+94% +$267K 0.02% 344
2025
Q1 		$282K Sell
2,435
-452
-16% -$62.2K 0.01% 482
2024
Q4 		$427K Buy
2,887
+96
+3% +$14.1K 0.01% 389
2024
Q3 		$364K Buy
+2,791
New +$330K 0.01% 440

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NorthRock Partners's KKR Position: Q2 2026 in Review

NorthRock Partners sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,526 shares — an estimated $234K sold.

NorthRock Partners first reported a position in KKR in Q3 2024 and held it in 7 quarters. The position peaked at $1.12M in Q3 2025. 1,001 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NorthRock Partners reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • NorthRock Partners sold 2,526 KKR & Co shares in Q2 2026, an estimated $234K.
  • NorthRock Partners first reported a position in KKR & Co in Q3 2024 and held it in 7 quarters.
  • NorthRock Partners's KKR & Co position peaked at $1.12M in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.