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Premier Path Wealth Partners’s KKR & Co KKR Stock Holding History

Premier Path Wealth Partners’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 		$615K Sell
6,696
-71
-1% -$6.88K 0.07% 230
2026
Q1 		$626K Buy
6,767
+358
+6% +$37.7K 0.08% 224
2025
Q4 		$817K Buy
6,409
+341
+6% +$42.4K 0.11% 186
2025
Q3 		$789K Sell
6,068
-118
-2% -$16.8K 0.1% 202
2025
Q2 		$823K Buy
6,186
+1,113
+22% +$130K 0.11% 189
2025
Q1 		$586K Buy
5,073
+728
+17% +$100K 0.09% 217
2024
Q4 		$643K Buy
4,345
+50
+1% +$7.34K 0.1% 199
2024
Q3 		$561K Buy
4,295
+64
+2% +$7.57K 0.09% 220
2024
Q2 		$445K Buy
4,231
+99
+2% +$10.1K 0.08% 238
2024
Q1 		$417K Sell
4,132
-33
-0.8% -$3.04K 0.08% 231
2023
Q4 		$345K Buy
+4,165
New +$282K 0.08% 234

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Premier Path Wealth Partners's KKR Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its KKR & Co (KKR) stake by 1% in Q2 2026, selling an estimated $6.88K and leaving 6,696 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #230.

Premier Path Wealth Partners first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $823K in Q2 2025. 462 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Premier Path Wealth Partners held 6,696 shares of KKR & Co worth $615K as of Q2 2026.
  • Premier Path Wealth Partners sold 71 KKR & Co shares in Q2 2026, an estimated $6.88K.
  • KKR & Co made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Premier Path Wealth Partners first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's KKR & Co position peaked at $823K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.