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

Perfromance 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
Q2 		$218K Buy
2,378
+5
+0.2% +$485 0.01% 215
2026
Q1 		$220K Sell
2,373
-173,585
-99% -$18.3M 0.01% 196
2025
Q4 		$22.4M Sell
175,958
-16,393
-9% -$2.04M 0.61% 17
2025
Q3 		$25M Sell
192,351
-11,626
-6% -$1.65M 0.7% 17
2025
Q2 		$27.1M Sell
203,977
-97,984
-32% -$11.5M 0.87% 16
2025
Q1 		$34.9M Buy
301,961
+45,660
+18% +$6.28M 1.25% 13
2024
Q4 		$37.9M Buy
256,301
+23,119
+10% +$3.39M 1.22% 13
2024
Q3 		$30.4M Buy
233,182
+11,524
+5% +$1.36M 1.05% 16
2024
Q2 		$23.3M Buy
221,658
+155,332
+234% +$15.8M 0.86% 15
2024
Q1 		$6.67M Buy
+66,326
New +$6.1M 0.28% 27
2022
Q3 		– Sell
-204,468
Closed -$9.46M – 170
2022
Q2 		$9.46M Sell
204,468
-37,226
-15% -$1.95M 0.53% 22
2022
Q1 		$14.1M Sell
241,694
-16,686
-6% -$1.05M 0.62% 22
2021
Q4 		$19.2M Buy
+258,380
New +$19.1M 0.78% 21

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

Perfromance Wealth Partners's KKR Position: Q2 2026 in Review

Perfromance Wealth Partners increased its KKR & Co (KKR) stake by 0.21% in Q2 2026, buying an estimated $485 and bringing the position to 2,378 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #215.

Perfromance Wealth Partners first reported a position in KKR in Q4 2021 and has held it in 13 quarters since. The position peaked at $37.9M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Perfromance Wealth Partners held 2,378 shares of KKR & Co worth $218K as of Q2 2026.
  • Perfromance Wealth Partners bought 5 KKR & Co shares in Q2 2026, an estimated $485.
  • KKR & Co made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #215 holding.
  • Perfromance Wealth Partners first reported a position in KKR & Co in Q4 2021 and has held it in 13 quarters since.
  • Perfromance Wealth Partners's KKR & Co position peaked at $37.9M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.