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Paragon Private Wealth Management’s KKR & Co KKR Stock Holding History

Paragon Private Wealth Management’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
-1,648
Closed -$210K – 223
2025
Q4 		$210K Buy
+1,648
New +$205K 0.06% 213

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Paragon Private Wealth Management's KKR Position: Q1 2026 in Review

Paragon Private Wealth Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,648 shares — an estimated $210K sold.

Paragon Private Wealth Management first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 1,279 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Paragon Private Wealth Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 1,648 KKR & Co shares in Q1 2026, an estimated $210K.
  • Paragon Private Wealth Management first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Paragon Private Wealth Management's KKR & Co position peaked at $210K in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.