SWP
KKR icon

Semus Wealth Partners’s KKR & Co KKR Stock Holding History

Semus Wealth Partners’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
Q1 		– Sell
-1,836
Closed -$234K – 117
2025
Q4 		$234K Buy
1,836
+120
+7% +$14.9K 0.13% 95
2025
Q3 		$223K Buy
1,716
+163
+10% +$23.1K 0.13% 101
2025
Q2 		$207K Buy
+1,553
New +$182K 0.13% 104

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Semus Wealth Partners's KKR Position: Q1 2026 in Review

Semus Wealth Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,836 shares — an estimated $234K sold.

Semus Wealth Partners first reported a position in KKR in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Semus Wealth Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Semus Wealth Partners sold 1,836 KKR & Co shares in Q1 2026, an estimated $234K.
  • Semus Wealth Partners first reported a position in KKR & Co in Q2 2025 and held it in 3 quarters.
  • Semus Wealth Partners's KKR & Co position peaked at $234K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.