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

Pines 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 		$230K Sell
2,509
-1,281
-34% -$124K 0.07% 213
2026
Q1 		$351K Sell
3,790
-678
-15% -$71.5K 0.11% 162
2025
Q4 		$570K Sell
4,468
-310
-6% -$38.6K 0.18% 119
2025
Q3 		$621K Sell
4,778
-47
-1% -$6.67K 0.21% 111
2025
Q2 		$669K Buy
4,825
+710
+17% +$83.1K 0.24% 103
2025
Q1 		$389K Buy
4,115
+121
+3% +$16.6K 0.18% 128
2024
Q4 		$563K Buy
+3,994
New +$586K 0.24% 106

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

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

Pines Wealth Management reduced its KKR & Co (KKR) stake by 34% in Q2 2026, selling an estimated $124K and leaving 2,509 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #213.

Pines Wealth Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Pines Wealth Management held 2,509 shares of KKR & Co worth $230K as of Q2 2026.
  • Pines Wealth Management sold 1,281 KKR & Co shares in Q2 2026, an estimated $124K.
  • KKR & Co made up 0.07% of Pines Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Pines Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's KKR & Co position peaked at $669K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.