Principle Wealth Partners’s KKR & Co KKR Stock Holding History

Principle 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 Q1	$465K	Hold	5,030	–	–	0.03%	250
2025 Q4	$641K	Hold	5,030	–	–	0.04%	210
2025 Q3	$654K	Sell	5,030 -2	-0%	-$284	0.04%	203
2025 Q2	$669K	Buy	5,032 +12	+0.2%	+$1.41K	0.04%	201
2025 Q1	$580K	Hold	5,020	–	–	0.04%	210
2024 Q4	$743K	Hold	5,020	–	–	0.05%	183
2024 Q3	$656K	Sell	5,020 -1,500	-23%	-$177K	0.05%	197
2024 Q2	$686K	Buy	6,520 +20	+0.3%	+$2.04K	0.05%	184
2024 Q1	$654K	Hold	6,500	–	–	0.05%	191
2023 Q4	$539K	Hold	6,500	–	–	0.05%	203
2023 Q3	$400K	Hold	6,500	–	–	0.04%	225
2023 Q2	$364K	Hold	6,500	–	–	0.04%	238
2023 Q1	$341K	Sell	6,500 -2,350	-27%	-$126K	0.04%	237
2022 Q4	$411K	Hold	8,850	–	–	0.05%	211
2022 Q3	$381	Hold	8,850	–	–	0.04%	208
2022 Q2	$410K	Hold	8,850	–	–	0.05%	211
2022 Q1	$517K	Hold	8,850	–	–	0.05%	200
2021 Q4	$659K	Hold	8,850	–	–	0.07%	177
2021 Q3	$539K	Hold	8,850	–	–	0.06%	188
2021 Q2	$524K	Hold	8,850	–	–	0.06%	193
2021 Q1	$432K	Hold	8,850	–	–	0.05%	207
2020 Q4	$358K	Hold	8,850	–	–	0.05%	209
2020 Q3	$304K	Hold	8,850	–	–	0.08%	120
2020 Q2	$273K	Hold	8,850	–	–	0.08%	126
2020 Q1	$208K	Buy	+8,850	New	+$254K	0.08%	129

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principle Wealth Partners's KKR Position: Q1 2026 in Review

Principle Wealth Partners held its KKR & Co (KKR) position steady in Q1 2026 at 5,030 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #250.

Principle Wealth Partners first reported a position in KKR in Q1 2020 and has held it in 25 quarters since. The position peaked at $743K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Principle Wealth Partners held 5,030 shares of KKR & Co worth $465K as of Q1 2026.
Principle Wealth Partners left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #250 holding.
Principle Wealth Partners first reported a position in KKR & Co in Q1 2020 and has held it in 25 quarters since.
Principle Wealth Partners's KKR & Co position peaked at $743K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.