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Oak Barrel Wealth Advisory’s KKR & Co KKR Stock Holding History

Oak Barrel Wealth Advisory’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 		$253K Buy
+2,754
New +$267K 0.11% 78
2025
Q4 		$350K Buy
+2,747
New +$342K 0.21% 60

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

Oak Barrel Wealth Advisory's KKR Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in KKR & Co (KKR) in Q2 2026: 2,754 shares worth $253K. The stake represents 0.11% of the portfolio and ranks #78 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in KKR as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in KKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $350K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Oak Barrel Wealth Advisory held 2,754 shares of KKR & Co worth $253K as of Q2 2026.
  • KKR & Co was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • KKR & Co made up 0.11% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #78 holding.
  • Oak Barrel Wealth Advisory first reported a position in KKR & Co in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's KKR & Co position peaked at $350K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.