Private Wealth Asset Management’s KKR & Co KKR Stock Holding History

Private Wealth Asset Management’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	$22.7K	Buy	247 +53	+27%	+$5.14K	﹤0.01%	545
2026 Q1	$17.9K	Sell	194 -5	-3%	-$527	﹤0.01%	586
2025 Q4	$25.4K	Sell	199 -146	-42%	-$18.2K	﹤0.01%	516
2025 Q3	$44.8K	Hold	345	–	–	0.01%	412
2025 Q2	$45.9K	Sell	345 -15	-4%	-$1.76K	0.01%	411
2025 Q1	$41.6K	Buy	+360	New	+$49.5K	0.01%	415

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Wealth Asset Management's KKR Position: Q2 2026 in Review

Private Wealth Asset Management increased its KKR & Co (KKR) stake by 27% in Q2 2026, buying an estimated $5.14K and bringing the position to 247 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Private Wealth Asset Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.9K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Private Wealth Asset Management held 247 shares of KKR & Co worth $22.7K as of Q2 2026.
Private Wealth Asset Management bought 53 KKR & Co shares in Q2 2026, an estimated $5.14K.
KKR & Co made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #545 holding.
Private Wealth Asset Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's KKR & Co position peaked at $45.9K in Q2 2025.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.