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Rochester Wealth Strategies’s KKR & Co KKR Stock Holding History

Rochester Wealth Strategies’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 		$276K Hold
3,010
– – 0.15% 24
2026
Q1 		$278K Hold
3,010
– – 0.17% 23
2025
Q4 		$384K Hold
3,010
– – 0.24% 21
2025
Q3 		$391K Hold
3,010
– – 0.26% 18
2025
Q2 		$400K Hold
3,010
– – 0.29% 17
2025
Q1 		$348K Buy
+3,010
New +$414K 0.28% 18

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Rochester Wealth Strategies's KKR Position: Q2 2026 in Review

Rochester Wealth Strategies held its KKR & Co (KKR) position steady in Q2 2026 at 3,010 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #24.

Rochester Wealth Strategies first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $400K in Q2 2025. 291 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Rochester Wealth Strategies held 3,010 shares of KKR & Co worth $276K as of Q2 2026.
  • Rochester Wealth Strategies left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.15% of Rochester Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Rochester Wealth Strategies first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Rochester Wealth Strategies's KKR & Co position peaked at $400K in Q2 2025.
  • 291 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.