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

SHP 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
Q1 		$7.55K Buy
81
+32
+65% +$3.37K ﹤0.01% 971
2025
Q4 		$6.32K Buy
+49
New +$6.09K ﹤0.01% 934

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

SHP Wealth Management's KKR Position: Q1 2026 in Review

SHP Wealth Management increased its KKR & Co (KKR) stake by 65% in Q1 2026, buying an estimated $3.37K and bringing the position to 81 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

SHP Wealth Management first reported a position in KKR in Q4 2025 and has held it in 2 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • SHP Wealth Management held 81 shares of KKR & Co worth $7.55K as of Q1 2026.
  • SHP Wealth Management bought 32 KKR & Co shares in Q1 2026, an estimated $3.37K.
  • KKR & Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #971 holding.
  • SHP Wealth Management first reported a position in KKR & Co in Q4 2025 and has held it in 2 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.