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

Quotient 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
Q2 		$226K Buy
2,468
+208
+9% +$20.2K 0.01% 366
2026
Q1 		$209K Sell
2,260
-520
-19% -$54.8K 0.01% 349
2025
Q4 		$354K Sell
2,780
-40
-1% -$4.97K 0.01% 251
2025
Q3 		$366K Buy
2,820
+152
+6% +$21.6K 0.01% 244
2025
Q2 		$355K Buy
2,668
+469
+21% +$54.9K 0.01% 241
2025
Q1 		$254K Sell
2,199
-36
-2% -$4.95K 0.01% 285
2024
Q4 		$331K Buy
2,235
+125
+6% +$18.3K 0.01% 230
2024
Q3 		$276K Buy
+2,110
New +$250K 0.01% 263
2024
Q2 		– Sell
-2,405
Closed -$242K – 315
2024
Q1 		$242K Sell
2,405
-3,791
-61% -$349K 0.01% 266
2023
Q4 		$513K Buy
+6,196
New +$420K 0.02% 171

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

Quotient Wealth Partners's KKR Position: Q2 2026 in Review

Quotient Wealth Partners increased its KKR & Co (KKR) stake by 9.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,468 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #366.

Quotient Wealth Partners first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $513K in Q4 2023. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Quotient Wealth Partners held 2,468 shares of KKR & Co worth $226K as of Q2 2026.
  • Quotient Wealth Partners bought 208 KKR & Co shares in Q2 2026, an estimated $20.2K.
  • KKR & Co made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Quotient Wealth Partners first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's KKR & Co position peaked at $513K in Q4 2023.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.