Obermeyer Wealth Partners’s KKR & Co KKR Stock Holding History

Obermeyer Wealth 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 Q1	$500K	Sell	5,404 -295	-5%	-$31.1K	0.02%	173
2025 Q4	$727K	Hold	5,699	–	–	0.03%	143
2025 Q3	$741K	Hold	5,699	–	–	0.03%	136
2025 Q2	$758K	Buy	5,699 +1,450	+34%	+$170K	0.04%	127
2025 Q1	$491K	Sell	4,249 -1,707	-29%	-$235K	0.03%	153
2024 Q4	$881K	Hold	5,956	–	–	0.05%	110
2024 Q3	$778K	Sell	5,956 -1,134	-16%	-$134K	0.04%	121
2024 Q2	$746K	Hold	7,090	–	–	0.04%	116
2024 Q1	$713K	Buy	7,090 +5	+0.1%	+$460	0.04%	115
2023 Q4	$587K	Hold	7,085	–	–	0.04%	102
2023 Q3	$436K	Hold	7,085	–	–	0.03%	118
2023 Q2	$397K	Hold	7,085	–	–	0.03%	135
2023 Q1	$372K	Hold	7,085	–	–	0.03%	137
2022 Q4	$329K	Hold	7,085	–	–	0.02%	150
2022 Q3	$305K	Hold	7,085	–	–	0.02%	145
2022 Q2	$328K	Hold	7,085	–	–	0.02%	136
2022 Q1	$414K	Hold	7,085	–	–	0.02%	137
2021 Q4	$528K	Hold	7,085	–	–	0.03%	123
2021 Q3	$431K	Hold	7,085	–	–	0.02%	131
2021 Q2	$420K	Sell	7,085 -2,564	-27%	-$142K	0.02%	137
2021 Q1	$471K	Buy	+9,649	New	+$432K	0.03%	133

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Obermeyer Wealth Partners's KKR Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its KKR & Co (KKR) stake by 5.2% in Q1 2026, selling an estimated $31.1K and leaving 5,404 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #173.

Obermeyer Wealth Partners first reported a position in KKR in Q1 2021 and has held it in 21 quarters since. The position peaked at $881K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Obermeyer Wealth Partners held 5,404 shares of KKR & Co worth $500K as of Q1 2026.
Obermeyer Wealth Partners sold 295 KKR & Co shares in Q1 2026, an estimated $31.1K.
KKR & Co made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #173 holding.
Obermeyer Wealth Partners first reported a position in KKR & Co in Q1 2021 and has held it in 21 quarters since.
Obermeyer Wealth Partners's KKR & Co position peaked at $881K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.