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Northwest Wealth Management’s KKR & Co KKR Stock Holding History

Northwest Wealth Management’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 		$207K Sell
2,250
-596
-21% -$57.8K 0.03% 256
2026
Q1 		$263K Buy
+2,846
New +$300K 0.04% 204

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

Northwest Wealth Management's KKR Position: Q2 2026 in Review

Northwest Wealth Management reduced its KKR & Co (KKR) stake by 21% in Q2 2026, selling an estimated $57.8K and leaving 2,250 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #256.

Northwest Wealth Management first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $263K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Northwest Wealth Management held 2,250 shares of KKR & Co worth $207K as of Q2 2026.
  • Northwest Wealth Management sold 596 KKR & Co shares in Q2 2026, an estimated $57.8K.
  • KKR & Co made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Northwest Wealth Management first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Northwest Wealth Management's KKR & Co position peaked at $263K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.