Perigon Wealth Management’s KKR & Co KKR Stock Holding History

Perigon 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 Q2	$491K	Buy	5,355 +126	+2%	+$12.2K	0.01%	909
2026 Q1	$484K	Buy	5,229 +52	+1%	+$5.48K	0.01%	817
2025 Q4	$660K	Buy	+5,177	New	+$644K	0.01%	674
2017 Q3	–	Sell	-286	Closed	-$5K	–	680
2017 Q2	$5K	Buy	286 +3	+1%	+$55	﹤0.01%	531
2017 Q1	$5K	Buy	+283	New	+$5.03K	﹤0.01%	569
2016 Q4	–	Sell	-9,708	Closed	-$138K	–	735
2016 Q3	$138K	Sell	9,708 -17,637	-64%	-$250K	0.04%	222
2016 Q2	$337K	Buy	+27,345	New	+$366K	0.09%	163
2016 Q1	–	Sell	-67,289	Closed	-$1.05M	–	302
2015 Q4	$1.05M	Sell	67,289 -37,202	-36%	-$636K	0.29%	95
2015 Q3	$1.75M	Buy	104,491 +3	+0%	+$64	0.52%	50
2015 Q2	$2.39M	Sell	104,488 -685	-0.7%	-$15.7K	0.63%	42
2015 Q1	$2.4M	Buy	+105,173	New	+$2.48M	0.66%	40

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

Perigon Wealth Management's KKR Position: Q2 2026 in Review

Perigon Wealth Management increased its KKR & Co (KKR) stake by 2.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,355 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #909.

Perigon Wealth Management first reported a position in KKR in Q1 2015 and has held it in 11 quarters since. The position peaked at $2.4M in Q1 2015. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Perigon Wealth Management held 5,355 shares of KKR & Co worth $491K as of Q2 2026.
Perigon Wealth Management bought 126 KKR & Co shares in Q2 2026, an estimated $12.2K.
KKR & Co made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #909 holding.
Perigon Wealth Management first reported a position in KKR & Co in Q1 2015 and has held it in 11 quarters since.
Perigon Wealth Management's KKR & Co position peaked at $2.4M in Q1 2015.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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