RWM
KKR icon

Rialto Wealth Management’s KKR & Co KKR Stock Holding History

Rialto Wealth 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
Q1 		$56.1K Buy
606
+1
+0.2% +$105 0.01% 275
2025
Q4 		$77.1K Buy
605
+1
+0.2% +$124 0.02% 239
2025
Q3 		$78.5K Buy
604
+1
+0.2% +$142 0.02% 222
2025
Q2 		$80.2K Buy
603
+3
+0.5% +$351 0.02% 221
2025
Q1 		$69.4K Hold
600
– – 0.02% 230
2024
Q4 		$88.7K Buy
+600
New +$88K 0.03% 206

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

Rialto Wealth Management's KKR Position: Q1 2026 in Review

Rialto Wealth Management increased its KKR & Co (KKR) stake by 0.17% in Q1 2026, buying an estimated $105 and bringing the position to 606 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #275.

Rialto Wealth Management first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $88.7K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Rialto Wealth Management held 606 shares of KKR & Co worth $56.1K as of Q1 2026.
  • Rialto Wealth Management bought 1 KKR & Co share in Q1 2026, an estimated $105.
  • KKR & Co made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #275 holding.
  • Rialto Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's KKR & Co position peaked at $88.7K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.