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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
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

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

Pinnacle Wealth Planning Services's KKR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its KKR & Co (KKR) stake by 0.88% in Q2 2026, buying an estimated $16.2K and bringing the position to 19,207 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #80.

Pinnacle Wealth Planning Services first reported a position in KKR in Q4 2020 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 19,207 shares of KKR & Co worth $1.76M as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 167 KKR & Co shares in Q2 2026, an estimated $16.2K.
  • KKR & Co made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #80 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR & Co in Q4 2020 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.