PWMG
KKR icon

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

Private Wealth Management Group’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 		$6.88K Buy
75
+7
+10% +$679 ﹤0.01% 711
2026
Q1 		$6.29K Buy
68
+20
+42% +$2.11K ﹤0.01% 685
2025
Q4 		$6.12K Hold
48
– – ﹤0.01% 696
2025
Q3 		$6.24K Hold
48
– – ﹤0.01% 705
2025
Q2 		$6.39K Hold
48
– – ﹤0.01% 652
2025
Q1 		$5.55K Hold
48
– – ﹤0.01% 680
2024
Q4 		$7.1K Sell
48
-3
-6% -$440 ﹤0.01% 602
2024
Q3 		$6.66K Sell
51
-2
-4% -$237 ﹤0.01% 609
2024
Q2 		$5.58K Sell
53
-1
-2% -$102 ﹤0.01% 665
2024
Q1 		$5.43K Sell
54
-6
-10% -$552 ﹤0.01% 600
2023
Q4 		$4.97K Buy
+60
New +$4.06K ﹤0.01% 630

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Private Wealth Management Group increased its KKR & Co (KKR) stake by 10% in Q2 2026, buying an estimated $679 and bringing the position to 75 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Private Wealth Management Group first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.1K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Private Wealth Management Group held 75 shares of KKR & Co worth $6.88K as of Q2 2026.
  • Private Wealth Management Group bought 7 KKR & Co shares in Q2 2026, an estimated $679.
  • KKR & Co made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #711 holding.
  • Private Wealth Management Group first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's KKR & Co position peaked at $7.1K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.