Premier Path Wealth Partners
KKR icon

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
Q3 		$451K Sell
4,940
-1,756
-26% -$179K 0.05% 279
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

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Premier Path Wealth Partners's KKR Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its KKR & Co (KKR) stake by 26% in Q3 2026, selling an estimated $179K and leaving 4,940 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #279.

Premier Path Wealth Partners first reported a position in KKR in Q4 2023 and has held it in 12 quarters since. The position peaked at $823K in Q2 2025. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Premier Path Wealth Partners held 4,940 shares of KKR & Co worth $451K as of Q3 2026.
  • Premier Path Wealth Partners sold 1,756 KKR & Co shares in Q3 2026, an estimated $179K.
  • KKR & Co made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #279 holding.
  • Premier Path Wealth Partners first reported a position in KKR & Co in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's KKR & Co position peaked at $823K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.