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Schwarz Dygos Wheeler Investment Advisors’s KKR & Co KKR Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$575K Sell
6,269
-5
-0.1% -$485 0.11% 103
2026
Q1 		$580K Hold
6,274
– – 0.12% 97
2025
Q4 		$800K Hold
6,274
– – 0.17% 88
2025
Q3 		$815K Buy
6,274
+1
+0% +$142 0.17% 89
2025
Q2 		$835K Hold
6,273
– – 0.19% 85
2025
Q1 		$725K Hold
6,273
– – 0.17% 87
2024
Q4 		$928K Sell
6,273
-144
-2% -$21.1K 0.23% 72
2024
Q3 		$838K Buy
6,417
+1
+0% +$118 0.21% 75
2024
Q2 		$675K Hold
6,416
– – 0.18% 84
2024
Q1 		$645K Sell
6,416
-3,499
-35% -$322K 0.18% 87
2023
Q4 		$822K Sell
9,915
-1,024
-9% -$69.3K 0.25% 65
2023
Q3 		$674K Buy
10,939
+2
+0% +$121 0.23% 68
2023
Q2 		$613K Buy
10,937
+1
+0% +$52 0.2% 76
2023
Q1 		$574K Buy
10,936
+2
+0% +$107 0.21% 70
2022
Q4 		$508K Sell
10,934
-198
-2% -$9.65K 0.2% 76
2022
Q3 		$479K Buy
11,132
+1,002
+10% +$50.6K 0.21% 69
2022
Q2 		$469K Buy
10,130
+1
+0% +$52 0.19% 77
2022
Q1 		$592K Buy
10,129
+1
+0% +$63 0.2% 72
2021
Q4 		$755K Buy
10,128
+2
+0% +$148 0.26% 65
2021
Q3 		$616K Sell
10,126
-49
-0.5% -$3.08K 0.23% 73
2021
Q2 		$603K Hold
10,175
– – 0.22% 73
2021
Q1 		$497K Sell
10,175
-1,000
-9% -$44.7K 0.21% 73
2020
Q4 		$452K Hold
11,175
– – 0.22% 65
2020
Q3 		$384K Hold
11,175
– – 0.22% 70
2020
Q2 		$382K Hold
11,175
– – 0.25% 60
2020
Q1 		$262K Sell
11,175
-1,625
-13% -$46.7K 0.22% 65
2019
Q4 		$373K Buy
12,800
+1,000
+8% +$28.5K 0.26% 60
2019
Q3 		$317K Buy
11,800
+1,800
+18% +$47.5K 0.25% 63
2019
Q2 		$253K Sell
10,000
-625
-6% -$15K 0.21% 65
2019
Q1 		$250K Sell
10,625
-1,200
-10% -$27.3K 0.21% 64
2018
Q4 		$232K Buy
+11,825
New +$270K 0.25% 60

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

Schwarz Dygos Wheeler Investment Advisors's KKR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its KKR & Co (KKR) stake by 0.08% in Q2 2026, selling an estimated $485 and leaving 6,269 shares worth $575K. The position accounts for 0.11% of the portfolio, ranked #103.

Schwarz Dygos Wheeler Investment Advisors first reported a position in KKR in Q4 2018 and has held it in 31 quarters since. The position peaked at $928K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,269 shares of KKR & Co worth $575K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 5 KKR & Co shares in Q2 2026, an estimated $485.
  • KKR & Co made up 0.11% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in KKR & Co in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's KKR & Co position peaked at $928K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.