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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's KKR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its KKR & Co (KKR) stake by 2,175% in Q1 2026, buying an estimated $1.92M and bringing the position to 19,040 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #65.

Pinnacle Wealth Planning Services first reported a position in KKR in Q4 2020 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 19,040 shares of KKR & Co worth $1.76M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 18,203 KKR & Co shares in Q1 2026, an estimated $1.92M.
  • KKR & Co made up 0.18% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #65 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR & Co in Q4 2020 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.