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 Q3	$589K	Buy	6,448 +1,093	+20%	+$112K	0.01%	820
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Perigon Wealth Management's KKR Position: Q3 2026 in Review

Perigon Wealth Management increased its KKR & Co (KKR) stake by 20% in Q3 2026, buying an estimated $112K and bringing the position to 6,448 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #820.

Perigon Wealth Management first reported a position in KKR in Q1 2015 and has held it in 12 quarters since. The position peaked at $2.4M in Q1 2015. 776 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Perigon Wealth Management held 6,448 shares of KKR & Co worth $589K as of Q3 2026.
Perigon Wealth Management bought 1,093 KKR & Co shares in Q3 2026, an estimated $112K.
KKR & Co made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #820 holding.
Perigon Wealth Management first reported a position in KKR & Co in Q1 2015 and has held it in 12 quarters since.
Perigon Wealth Management's KKR & Co position peaked at $2.4M in Q1 2015.
776 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.