PWP
KKR icon

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

Private 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 		$10.1M Sell
109,465
-235
-0.2% -$24.8K 0.78% 30
2025
Q4 		$14M Sell
109,700
-14,795
-12% -$1.84M 0.99% 28
2025
Q3 		$16.2M Buy
124,495
+3,950
+3% +$561K 1.15% 25
2025
Q2 		$16M Buy
120,545
+5,390
+5% +$631K 1.25% 24
2025
Q1 		$13.3M Sell
115,155
-1,440
-1% -$198K 1.1% 26
2024
Q4 		$17.2M Sell
116,595
-5,080
-4% -$745K 1.32% 23
2024
Q3 		$15.9M Buy
121,675
+755
+0.6% +$89.3K 1.27% 25
2024
Q2 		$12.7M Sell
120,920
-870
-0.7% -$88.6K 0.94% 27
2024
Q1 		$12.2M Sell
121,790
-22,665
-16% -$2.08M 0.98% 27
2023
Q4 		$12M Sell
144,455
-1,560
-1% -$106K 1.01% 27
2023
Q3 		$8.99M Sell
146,015
-2,600
-2% -$158K 0.86% 29
2023
Q2 		$8.32M Buy
148,615
+4,679
+3% +$245K 0.77% 30
2023
Q1 		$7.56M Buy
143,936
+1,935
+1% +$104K 0.75% 30
2022
Q4 		$6.59M Sell
142,001
-1,986
-1% -$96.8K 0.75% 31
2022
Q3 		$6.19M Buy
143,987
+1,200
+0.8% +$60.6K 0.79% 32
2022
Q2 		$6.61M Sell
142,787
-25,670
-15% -$1.35M 0.77% 33
2022
Q1 		$9.85M Sell
168,457
-26,725
-14% -$1.68M 0.88% 32
2021
Q4 		$14.5M Sell
195,182
-21,903
-10% -$1.62M 1.23% 29
2021
Q3 		$13.2M Sell
217,085
-800
-0.4% -$50.2K 1.23% 28
2021
Q2 		$12.9M Buy
217,885
+430
+0.2% +$23.9K 1.19% 31
2021
Q1 		$10.6M Sell
217,455
-1,800
-0.8% -$80.5K 1.13% 31
2020
Q4 		$8.88M Sell
219,255
-4,135
-2% -$156K 0.96% 31
2020
Q3 		$7.67M Sell
223,390
-650
-0.3% -$22.7K 0.9% 32
2020
Q2 		$6.92M Buy
224,040
+3,260
+1% +$87.6K 0.95% 30
2020
Q1 		$5.18M Sell
220,780
-7,925
-3% -$228K 0.87% 31
2019
Q4 		$6.67M Buy
228,705
+8,715
+4% +$248K 0.91% 31
2019
Q3 		$5.91M Buy
219,990
+19,400
+10% +$512K 0.92% 30
2019
Q2 		$5.07M Sell
200,590
-3,100
-2% -$74.2K 0.78% 34
2019
Q1 		$4.79M Sell
203,690
-13,400
-6% -$305K 0.79% 32
2018
Q4 		$4.26M Sell
217,090
-4,400
-2% -$101K 0.82% 34
2018
Q3 		$6.04M Buy
221,490
+36,000
+19% +$962K 0.92% 34
2018
Q2 		$4.61M Sell
185,490
-29,240
-14% -$650K 0.78% 38
2018
Q1 		$4.36M Buy
214,730
+570
+0.3% +$12.7K 0.76% 41
2017
Q4 		$4.51M Sell
214,160
-3,000
-1% -$60.3K 0.83% 38
2017
Q3 		$4.42M Sell
217,160
-6,750
-3% -$128K 0.89% 36
2017
Q2 		$4.17M Sell
223,910
-4,700
-2% -$86K 0.9% 33
2017
Q1 		$4.17M Sell
228,610
-3,649
-2% -$64.8K 0.92% 35
2016
Q4 		$3.57M Sell
232,259
-43,700
-16% -$659K 0.85% 33
2016
Q3 		$3.94M Sell
275,959
-10,350
-4% -$147K 0.94% 35
2016
Q2 		$3.53M Sell
286,309
-31,700
-10% -$424K 0.85% 38
2016
Q1 		$4.67M Sell
318,009
-98,840
-24% -$1.35M 1.12% 31
2015
Q4 		$6.5M Sell
416,849
-121,450
-23% -$2.08M 1.52% 23
2015
Q3 		$9.03M Buy
538,299
+104,040
+24% +$2.21M 2.27% 13
2015
Q2 		$9.92M Buy
434,259
+131,760
+44% +$3.03M 2.24% 10
2015
Q1 		$6.9M Buy
302,499
+34,600
+13% +$817K 1.59% 21
2014
Q4 		$6.22M Buy
267,899
+41,470
+18% +$909K 1.46% 20
2014
Q3 		$5.05M Buy
226,429
+5,989
+3% +$140K 1.11% 22
2014
Q2 		$5.36M Buy
220,440
+12,850
+6% +$299K 1.18% 24
2014
Q1 		$4.74M Buy
207,590
+340
+0.2% +$8.23K 1.12% 24
2013
Q4 		$5.04M Buy
207,250
+5,200
+3% +$120K 1.12% 23
2013
Q3 		$4.16M Buy
202,050
+300
+0.1% +$6.01K 0.99% 30
2013
Q2 		$3.97M Buy
+201,750
New +$4M 0.99% 30

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Private Wealth Partners reduced its KKR & Co (KKR) stake by 0.21% in Q1 2026, selling an estimated $24.8K and leaving 109,465 shares worth $10.1M. The position accounts for 0.78% of the portfolio, ranked #30.

Private Wealth Partners first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.2M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Private Wealth Partners held 109,465 shares of KKR & Co worth $10.1M as of Q1 2026.
  • Private Wealth Partners sold 235 KKR & Co shares in Q1 2026, an estimated $24.8K.
  • KKR & Co made up 0.78% of Private Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Private Wealth Partners first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
  • Private Wealth Partners's KKR & Co position peaked at $17.2M in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.