Parcion Private Wealth’s KKR & Co KKR Stock Holding History

Parcion Private Wealth’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	$246K	Sell	2,678 -1,757	-40%	-$170K	0.01%	435
2026 Q1	$410K	Buy	4,435 +329	+8%	+$34.7K	0.03%	278
2025 Q4	$523K	Buy	4,106 +130	+3%	+$16.2K	0.03%	225
2025 Q3	$517K	Buy	3,976 +51	+1%	+$7.24K	0.03%	190
2025 Q2	$522K	Buy	3,925 +13	+0.3%	+$1.52K	0.04%	173
2025 Q1	$452K	Hold	3,912	–	–	0.04%	172
2024 Q4	$579K	Sell	3,912 -57	-1%	-$8.36K	0.04%	150
2024 Q3	$518K	Buy	+3,969	New	+$470K	0.04%	154

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

Parcion Private Wealth's KKR Position: Q2 2026 in Review

Parcion Private Wealth reduced its KKR & Co (KKR) stake by 40% in Q2 2026, selling an estimated $170K and leaving 2,678 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #435.

Parcion Private Wealth first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $579K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Parcion Private Wealth held 2,678 shares of KKR & Co worth $246K as of Q2 2026.
Parcion Private Wealth sold 1,757 KKR & Co shares in Q2 2026, an estimated $170K.
KKR & Co made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #435 holding.
Parcion Private Wealth first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
Parcion Private Wealth's KKR & Co position peaked at $579K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.