Smallwood Wealth Investment Management’s KKR & Co KKR Stock Holding History

Smallwood Wealth Investment 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	$39.5K	Sell	430 -4	-0.9%	-$388	0.02%	210
2026 Q1	$40.2K	Buy	434 +1	+0.2%	+$105	0.02%	198
2025 Q4	$55.3K	Sell	433 -39	-8%	-$4.85K	0.03%	167
2025 Q3	$61.4K	Sell	472 -9	-2%	-$1.28K	0.03%	161
2025 Q2	$64K	Sell	481 -35	-7%	-$4.1K	0.04%	147
2025 Q1	$59.7K	Buy	+516	New	+$71K	0.04%	145

Other funds holding KKR

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's KKR Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its KKR & Co (KKR) stake by 0.92% in Q2 2026, selling an estimated $388 and leaving 430 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #210.

Smallwood Wealth Investment Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $64K in Q2 2025. 561 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Smallwood Wealth Investment Management held 430 shares of KKR & Co worth $39.5K as of Q2 2026.
Smallwood Wealth Investment Management sold 4 KKR & Co shares in Q2 2026, an estimated $388.
KKR & Co made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #210 holding.
Smallwood Wealth Investment Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's KKR & Co position peaked at $64K in Q2 2025.
561 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.