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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Obermeyer Wealth Partners's KKR Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its KKR & Co (KKR) stake by 11% in Q2 2026, selling an estimated $57.2K and leaving 4,814 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #185.

Obermeyer Wealth Partners first reported a position in KKR in Q1 2021 and has held it in 22 quarters since. The position peaked at $881K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Obermeyer Wealth Partners held 4,814 shares of KKR & Co worth $442K as of Q2 2026.
Obermeyer Wealth Partners sold 590 KKR & Co shares in Q2 2026, an estimated $57.2K.
KKR & Co made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #185 holding.
Obermeyer Wealth Partners first reported a position in KKR & Co in Q1 2021 and has held it in 22 quarters since.
Obermeyer Wealth Partners's KKR & Co position peaked at $881K in Q4 2024.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.