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 Q3	$493K	Buy	5,404 +590	+12%	+$60.2K	0.02%	175
2026 Q2	$442K	Sell	4,814 -590	-11%	-$57.2K	0.02%	185
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Obermeyer Wealth Partners's KKR Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its KKR & Co (KKR) stake by 12% in Q3 2026, buying an estimated $60.2K and bringing the position to 5,404 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #175.

Obermeyer Wealth Partners first reported a position in KKR in Q1 2021 and has held it in 23 quarters since. The position peaked at $881K in Q4 2024. 776 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Obermeyer Wealth Partners held 5,404 shares of KKR & Co worth $493K as of Q3 2026.
Obermeyer Wealth Partners bought 590 KKR & Co shares in Q3 2026, an estimated $60.2K.
KKR & Co made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #175 holding.
Obermeyer Wealth Partners first reported a position in KKR & Co in Q1 2021 and has held it in 23 quarters since.
Obermeyer Wealth Partners's KKR & Co position peaked at $881K in Q4 2024.
776 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.