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Peak Planning Group’s KKR & Co KKR Stock Holding History

Peak Planning Group’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
-2,610
Closed -$333K – 122
2025
Q4 		$333K Buy
2,610
+4
+0.2% +$498 0.09% 94
2025
Q3 		$339K Buy
2,606
+3
+0.1% +$426 0.18% 65
2025
Q2 		$346K Sell
2,603
-275
-10% -$32.2K 0.22% 60
2025
Q1 		$333K Buy
2,878
+553
+24% +$76.1K 0.14% 85
2024
Q4 		$344K Buy
2,325
+552
+31% +$81K 0.14% 86
2024
Q3 		$231K Buy
+1,773
New +$210K 0.1% 102

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

Peak Planning Group's KKR Position: Q1 2026 in Review

Peak Planning Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,610 shares — an estimated $333K sold.

Peak Planning Group first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $346K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Peak Planning Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Peak Planning Group sold 2,610 KKR & Co shares in Q1 2026, an estimated $333K.
  • Peak Planning Group first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Peak Planning Group's KKR & Co position peaked at $346K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Peak Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.