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Planning Strategies’s KKR & Co KKR Stock Holding History

Planning Strategies’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 		$3.49K Buy
+38
New +$3.69K ﹤0.01% 477

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's KKR Position: Q2 2026 in Review

Planning Strategies opened a new position in KKR & Co (KKR) in Q2 2026: 38 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Planning Strategies held 38 shares of KKR & Co worth $3.49K as of Q2 2026.
  • KKR & Co was a new Planning Strategies position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #477 holding.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.