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

ORG 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 		– Sell
-1,691
Closed -$216K – 664
2025
Q4 		$216K Hold
1,691
– – 0.05% 193
2025
Q3 		$220K Sell
1,691
-219
-11% -$31.1K 0.05% 194
2025
Q2 		$253K Sell
1,910
-613
-24% -$71.8K 0.06% 163
2025
Q1 		$297K Buy
+2,523
New +$347K 0.09% 159
2024
Q4 		– Sell
-236
Closed -$30.8K – 522
2024
Q3 		$30.8K Buy
+236
New +$27.9K 0.01% 288

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

ORG Wealth Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,691 shares — an estimated $216K sold.

ORG Wealth Partners first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $297K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • ORG Wealth Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 1,691 KKR & Co shares in Q1 2026, an estimated $216K.
  • ORG Wealth Partners first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • ORG Wealth Partners's KKR & Co position peaked at $297K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.