SWM
KKR icon

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

Spire 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 		$986K Sell
10,743
-135
-1% -$13.1K 0.03% 391
2026
Q1 		$1.01M Sell
10,878
-259
-2% -$27.3K 0.03% 382
2025
Q4 		$1.42M Hold
11,137
– – 0.05% 327
2025
Q3 		$1.45M Buy
11,137
+57
+0.5% +$8.09K 0.05% 310
2025
Q2 		$1.47M Sell
11,080
-621
-5% -$72.7K 0.05% 290
2025
Q1 		$1.35M Buy
11,701
+443
+4% +$60.9K 0.04% 337
2024
Q4 		$1.67M Sell
11,258
-59
-0.5% -$8.66K 0.05% 273
2024
Q3 		$1.48M Buy
11,317
+9
+0.1% +$1.06K 0.05% 291
2024
Q2 		$1.19M Sell
11,308
-567
-5% -$57.7K 0.04% 310
2024
Q1 		$1.19M Buy
11,875
+609
+5% +$56K 0.02% 344
2023
Q4 		$948K Buy
11,266
+28
+0.2% +$1.9K 0.03% 372
2023
Q3 		$692K Sell
11,238
-3
-0% -$182 0.03% 408
2023
Q2 		$629K Sell
11,241
-107
-0.9% -$5.61K 0.02% 442
2023
Q1 		$596K Buy
11,348
+1,190
+12% +$63.9K 0.02% 451
2022
Q4 		$472K Sell
10,158
-78
-0.8% -$3.8K 0.03% 367
2022
Q3 		$440K Sell
10,236
-1,077
-10% -$54.4K 0.03% 352
2022
Q2 		$524K Sell
11,313
-1,415
-11% -$74.2K 0.02% 457
2022
Q1 		$744K Sell
12,728
-3,135
-20% -$197K 0.02% 465
2021
Q4 		$1.18M Buy
15,863
+1,728
+12% +$127K 0.03% 423
2021
Q3 		$861K Sell
14,135
-1,125
-7% -$70.6K 0.02% 444
2021
Q2 		$904K Sell
15,260
-219
-1% -$12.2K 0.02% 455
2021
Q1 		$736K Buy
+15,479
New +$693K 0.02% 544

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Spire Wealth Management reduced its KKR & Co (KKR) stake by 1.2% in Q2 2026, selling an estimated $13.1K and leaving 10,743 shares worth $986K. The position accounts for 0.03% of the portfolio, ranked #391.

Spire Wealth Management first reported a position in KKR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.67M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Spire Wealth Management held 10,743 shares of KKR & Co worth $986K as of Q2 2026.
  • Spire Wealth Management sold 135 KKR & Co shares in Q2 2026, an estimated $13.1K.
  • KKR & Co made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Spire Wealth Management first reported a position in KKR & Co in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's KKR & Co position peaked at $1.67M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.