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

Segment 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 		$1.72M Buy
18,699
+7,705
+70% +$747K 0.09% 133
2026
Q1 		$1.02M Buy
10,994
+215
+2% +$22.7K 0.06% 163
2025
Q4 		$1.37M Hold
10,779
– – 0.08% 133
2025
Q3 		$1.4M Sell
10,779
-1,516
-12% -$215K 0.08% 133
2025
Q2 		$1.64M Buy
12,295
+2,320
+23% +$272K 0.1% 121
2025
Q1 		$1.15M Buy
9,975
+625
+7% +$86K 0.08% 142
2024
Q4 		$1.38M Buy
9,350
+500
+6% +$73.4K 0.09% 127
2024
Q3 		$1.16M Hold
8,850
– – 0.08% 142
2024
Q2 		$931K Hold
8,850
– – 0.07% 150
2024
Q1 		$890K Hold
8,850
– – 0.07% 149
2023
Q4 		$733K Hold
8,850
– – 0.06% 155
2023
Q3 		$545K Hold
8,850
– – 0.06% 154
2023
Q2 		$496K Hold
8,850
– – 0.05% 153
2023
Q1 		$465K Hold
8,850
– – 0.05% 146
2022
Q4 		$411K Hold
8,850
– – 0.05% 156
2022
Q3 		$381K Hold
8,850
– – 0.05% 162
2022
Q2 		$410K Hold
8,850
– – 0.05% 157
2022
Q1 		$517K Hold
8,850
– – 0.05% 162
2021
Q4 		$659K Sell
8,850
-600
-6% -$44.3K 0.07% 148
2021
Q3 		$575K Hold
9,450
– – 0.07% 146
2021
Q2 		$560K Hold
9,450
– – 0.07% 152
2021
Q1 		$462K Hold
9,450
– – 0.06% 152
2020
Q4 		$383K Hold
9,450
– – 0.06% 158
2020
Q3 		$325K Hold
9,450
– – 0.05% 157
2020
Q2 		$292K Hold
9,450
– – 0.05% 163
2020
Q1 		$222K Sell
9,450
-6,800
-42% -$195K 0.05% 172
2019
Q4 		$474K Hold
16,250
– – 0.08% 153
2019
Q3 		$436K Hold
16,250
– – 0.09% 135
2019
Q2 		$411K Hold
16,250
– – 0.08% 135
2019
Q1 		$382K Sell
16,250
-1,000
-6% -$22.8K 0.08% 141
2018
Q4 		$339K Hold
17,250
– – 0.09% 134
2018
Q3 		$470K Buy
+17,250
New +$461K 0.1% 135
2018
Q2 		– Sell
-17,250
Closed -$350K – 214
2018
Q1 		$350K Hold
17,250
– – 0.09% 141
2017
Q4 		$363K Sell
17,250
-505
-3% -$10.1K 0.09% 146
2017
Q3 		$361K Buy
17,755
+805
+5% +$15.3K 0.1% 141
2017
Q2 		$315K Sell
16,950
-2,000
-11% -$36.6K 0.09% 153
2017
Q1 		$345K Buy
18,950
+6,465
+52% +$115K 0.11% 129
2016
Q4 		$192K Buy
+12,485
New +$188K 0.07% 169
2016
Q2 		– Sell
-12,804
Closed -$188K – 156
2016
Q1 		$188K Sell
12,804
-2,637
-17% -$35.9K 0.07% 149
2015
Q4 		$241K Sell
15,441
-108,767
-88% -$1.86M 0.09% 130
2015
Q3 		$2.08M Buy
124,208
+7,658
+7% +$163K 0.8% 49
2015
Q2 		$2.66M Buy
116,550
+500
+0.4% +$11.5K 0.92% 39
2015
Q1 		$2.65M Buy
116,050
+12,221
+12% +$289K 0.88% 39
2014
Q4 		$2.41M Buy
103,829
+5,232
+5% +$115K 0.92% 36
2014
Q3 		$2.2M Buy
98,597
+5,649
+6% +$133K 0.84% 37
2014
Q2 		$2.26M Buy
92,948
+5,722
+7% +$133K 0.88% 34
2014
Q1 		$1.99M Buy
87,226
+2,325
+3% +$56.3K 0.93% 37
2013
Q4 		$2.07M Buy
84,901
+4,233
+5% +$97.4K 1.02% 28
2013
Q3 		$1.66M Buy
80,668
+3,797
+5% +$76.1K 0.9% 34
2013
Q2 		$1.51M Buy
+76,871
New +$1.53M 0.9% 31

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Segment Wealth Management increased its KKR & Co (KKR) stake by 70% in Q2 2026, buying an estimated $747K and bringing the position to 18,699 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #133.

Segment Wealth Management first reported a position in KKR in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.66M in Q2 2015. 234 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Segment Wealth Management held 18,699 shares of KKR & Co worth $1.72M as of Q2 2026.
  • Segment Wealth Management bought 7,705 KKR & Co shares in Q2 2026, an estimated $747K.
  • KKR & Co made up 0.09% of Segment Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Segment Wealth Management first reported a position in KKR & Co in Q2 2013 and has held it in 50 quarters since.
  • Segment Wealth Management's KKR & Co position peaked at $2.66M in Q2 2015.
  • 234 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.