Phillip James Consulting’s KKR & Co KKR Stock Holding History

Phillip James Consulting’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	$1.74K	Hold	19	–	–	﹤0.01%	226
2026 Q1	$1K	Buy	+19	New	+$2K	﹤0.01%	305

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

Phillip James Consulting's KKR Position: Q2 2026 in Review

Phillip James Consulting held its KKR & Co (KKR) position steady in Q2 2026 at 19 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Phillip James Consulting first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Phillip James Consulting held 19 shares of KKR & Co worth $1.74K as of Q2 2026.
Phillip James Consulting left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #226 holding.
Phillip James Consulting first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.