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Robertson Stephens Wealth Management’s KKR & Co KKR Stock Holding History

Robertson Stephens 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 		$573K Sell
6,248
-480
-7% -$46.5K 0.01% 419
2026
Q1 		$622K Sell
6,728
-672
-9% -$70.8K 0.02% 387
2025
Q4 		$943K Sell
7,400
-821
-10% -$102K 0.02% 318
2025
Q3 		$1.07M Sell
8,221
-139
-2% -$19.7K 0.03% 245
2025
Q2 		$1.11M Sell
8,360
-1,042
-11% -$122K 0.04% 258
2025
Q1 		$1.09M Sell
9,402
-1,229
-12% -$169K 0.04% 258
2024
Q4 		$1.57M Sell
10,631
-1,862
-15% -$273K 0.06% 218
2024
Q3 		$1.63M Sell
12,493
-636
-5% -$75.2K 0.06% 216
2024
Q2 		$1.38M Sell
13,129
-653
-5% -$66.5K 0.07% 185
2024
Q1 		$1.39M Buy
13,782
+906
+7% +$83.3K 0.07% 192
2023
Q4 		$1.07M Buy
12,876
+147
+1% +$9.95K 0.06% 215
2023
Q3 		$784K Hold
12,729
– – 0.05% 237
2023
Q2 		$713K Sell
12,729
-16
-0.1% -$838 0.05% 232
2023
Q1 		$669K Sell
12,745
-186
-1% -$9.98K 0.05% 254
2022
Q4 		$600K Sell
12,931
-379
-3% -$18.5K 0.06% 235
2022
Q3 		$572K Sell
13,310
-677
-5% -$34.2K 0.06% 207
2022
Q2 		$647K Buy
13,987
+97
+0.7% +$5.09K 0.06% 212
2022
Q1 		$812K Buy
13,890
+6,254
+82% +$394K 0.07% 206
2021
Q4 		$568K Buy
+7,636
New +$563K 0.05% 247

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

Robertson Stephens Wealth Management's KKR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its KKR & Co (KKR) stake by 7.1% in Q2 2026, selling an estimated $46.5K and leaving 6,248 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #419.

Robertson Stephens Wealth Management first reported a position in KKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q3 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,248 shares of KKR & Co worth $573K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 480 KKR & Co shares in Q2 2026, an estimated $46.5K.
  • KKR & Co made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Robertson Stephens Wealth Management first reported a position in KKR & Co in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's KKR & Co position peaked at $1.63M in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.