Pinnacle Wealth Planning Services
KKR icon

Pinnacle Wealth Planning Services’s KKR & Co KKR Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.75M Buy
19,214
+7
+0% +$715 0.17% 75
2026
Q2 		$1.76M Buy
19,207
+167
+0.9% +$16.2K 0.17% 80
2026
Q1 		$1.76M Buy
19,040
+18,203
+2,175% +$1.92M 0.18% 65
2025
Q4 		$107K Buy
+837
New +$104K 0.01% 746
2021
Q1 		– Sell
-3
Closed – – 1187
2020
Q4 		$0 Buy
+3
New +$113 ﹤0.01% 2282

Other funds holding KKR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Pinnacle Wealth Planning Services's KKR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its KKR & Co (KKR) stake by 0.04% in Q3 2026, buying an estimated $715 and bringing the position to 19,214 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #75.

Pinnacle Wealth Planning Services first reported a position in KKR in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.76M in Q2 2026. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 19,214 shares of KKR & Co worth $1.75M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 7 KKR & Co shares in Q3 2026, an estimated $715.
  • KKR & Co made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #75 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR & Co in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's KKR & Co position peaked at $1.76M in Q2 2026.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.