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PDS Planning’s KKR & Co KKR Stock Holding History

PDS Planning’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 		$237K Buy
2,583
+266
+11% +$25.8K 0.01% 514
2026
Q1 		$214K Sell
2,317
-107
-4% -$11.3K 0.01% 501
2025
Q4 		$309K Buy
2,424
+75
+3% +$9.33K 0.02% 372
2025
Q3 		$305K Buy
2,349
+102
+5% +$14.5K 0.02% 365
2025
Q2 		$299K Buy
+2,247
New +$263K 0.02% 352
2025
Q1 		– Sell
-1,366
Closed -$202K – 482
2024
Q4 		$202K Buy
+1,366
New +$200K 0.02% 400

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

PDS Planning's KKR Position: Q2 2026 in Review

PDS Planning increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,583 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #514.

PDS Planning first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • PDS Planning held 2,583 shares of KKR & Co worth $237K as of Q2 2026.
  • PDS Planning bought 266 KKR & Co shares in Q2 2026, an estimated $25.8K.
  • KKR & Co made up 0.01% of PDS Planning's portfolio in Q2 2026, its #514 holding.
  • PDS Planning first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • PDS Planning's KKR & Co position peaked at $309K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.