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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
2025
Q2 		– Sell
-300
Closed -$34.7K – 576
2025
Q1 		$34.7K Buy
+300
New +$41.3K ﹤0.01% 540

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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. 493 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.
  • 493 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.