Simplicity Wealth’s KKR & Co KKR Stock Holding History

Simplicity Wealth’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	$242K	Buy	+2,637	New	+$256K	0.01%	915
2026 Q1	–	Sell	-2,448	Closed	-$312K	–	779
2025 Q4	$312K	Buy	2,448 +576	+31%	+$71.6K	0.02%	543
2025 Q3	$243K	Sell	1,872 -1,916	-51%	-$272K	0.01%	624
2025 Q2	$504K	Buy	+3,788	New	+$443K	0.02%	455
2024 Q3	–	Sell	-27,807	Closed	-$2.93M	–	871
2024 Q2	$2.93M	Sell	27,807 -407	-1%	-$41.4K	0.07%	281
2024 Q1	$2.84M	Buy	+28,214	New	+$2.59M	0.07%	279

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Simplicity Wealth's KKR Position: Q2 2026 in Review

Simplicity Wealth opened a new position in KKR & Co (KKR) in Q2 2026: 2,637 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in KKR as recently as Q4 2025.

Simplicity Wealth first reported a position in KKR in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.93M in Q2 2024. 738 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Simplicity Wealth held 2,637 shares of KKR & Co worth $242K as of Q2 2026.
KKR & Co was a new Simplicity Wealth position in Q2 2026.
KKR & Co made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #915 holding.
Simplicity Wealth first reported a position in KKR & Co in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's KKR & Co position peaked at $2.93M in Q2 2024.
738 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.