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

Ritholtz 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	$569K	Sell	6,194 -541	-8%	-$52.5K	0.01%	810
2026 Q1	$623K	Sell	6,735 -180	-3%	-$19K	0.01%	706
2025 Q4	$882K	Sell	6,915 -735	-10%	-$91.4K	0.02%	562
2025 Q3	$994K	Buy	7,650 +1,414	+23%	+$201K	0.02%	504
2025 Q2	$830K	Buy	6,236 +1,834	+42%	+$215K	0.02%	499
2025 Q1	$509K	Buy	4,402 +1,524	+53%	+$210K	0.02%	583
2024 Q4	$426K	Buy	2,878 +631	+28%	+$92.6K	0.01%	605
2024 Q3	$293K	Buy	+2,247	New	+$266K	0.01%	705
2022 Q4	–	Sell	-10,150	Closed	-$436K	–	663
2022 Q3	$436K	Buy	+10,150	New	+$513K	0.02%	436

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Ritholtz Wealth Management reduced its KKR & Co (KKR) stake by 8% in Q2 2026, selling an estimated $52.5K and leaving 6,194 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #810.

Ritholtz Wealth Management first reported a position in KKR in Q3 2022 and has held it in 9 quarters since. The position peaked at $994K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Ritholtz Wealth Management held 6,194 shares of KKR & Co worth $569K as of Q2 2026.
Ritholtz Wealth Management sold 541 KKR & Co shares in Q2 2026, an estimated $52.5K.
KKR & Co made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #810 holding.
Ritholtz Wealth Management first reported a position in KKR & Co in Q3 2022 and has held it in 9 quarters since.
Ritholtz Wealth Management's KKR & Co position peaked at $994K in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.