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
Q2 		$735 Sell
8
-598
-99% -$58K ﹤0.01% 1488
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 $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

Rialto Wealth Management's KKR Position: Q2 2026 in Review

Rialto Wealth Management reduced its KKR & Co (KKR) stake by 99% in Q2 2026, selling an estimated $58K and leaving 8 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Rialto Wealth Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.7K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Rialto Wealth Management held 8 shares of KKR & Co worth $735 as of Q2 2026.
  • Rialto Wealth Management sold 598 KKR & Co shares in Q2 2026, an estimated $58K.
  • KKR & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1488 holding.
  • Rialto Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's KKR & Co position peaked at $88.7K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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