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SteelPeak Wealth’s KKR & Co KKR Stock Holding History

SteelPeak 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 		$306K Buy
3,332
+76
+2% +$7.37K 0.01% 519
2026
Q1 		$301K Buy
3,256
+707
+28% +$74.5K 0.01% 456
2025
Q4 		$325K Buy
2,549
+80
+3% +$9.95K 0.01% 417
2025
Q3 		$321K Buy
2,469
+99
+4% +$14.1K 0.01% 448
2025
Q2 		$315K Buy
2,370
+20
+0.9% +$2.34K 0.01% 414
2025
Q1 		$272K Sell
2,350
-20
-0.8% -$2.75K 0.01% 433
2024
Q4 		$351K Buy
2,370
+52
+2% +$7.63K 0.01% 385
2024
Q3 		$303K Buy
2,318
+19
+0.8% +$2.25K 0.01% 389
2024
Q2 		$242K Sell
2,299
-164
-7% -$16.7K 0.01% 427
2024
Q1 		$248K Hold
2,463
– – 0.01% 393
2023
Q4 		$204K Sell
2,463
-2,996
-55% -$203K 0.01% 388
2023
Q3 		$336K Buy
5,459
+4
+0.1% +$243 0.02% 312
2023
Q2 		$305K Hold
5,455
– – 0.02% 320
2023
Q1 		$286K Buy
5,455
+5
+0.1% +$268 0.02% 310
2022
Q4 		$253K Buy
5,450
+5
+0.1% +$244 0.02% 333
2022
Q3 		$234K Sell
5,445
-421
-7% -$21.3K 0.02% 354
2022
Q2 		$272K Sell
5,866
-7
-0.1% -$367 0.02% 330
2022
Q1 		$343K Sell
5,873
-1
-0% -$63 0.02% 336
2021
Q4 		$438K Buy
5,874
+1
+0% +$74 0.02% 281
2021
Q3 		$358K Sell
5,873
-80
-1% -$5.02K 0.02% 297
2021
Q2 		$353K Sell
5,953
-1
-0% -$55 0.02% 313
2021
Q1 		$291K Buy
5,954
+1
+0% +$45 0.02% 306
2020
Q4 		$241K Sell
5,953
-26
-0.4% -$982 0.02% 285
2020
Q3 		$205K Buy
+5,979
New +$209K 0.02% 252
2020
Q2 		– Sell
-8,858
Closed -$208K – 293
2020
Q1 		$208K Buy
8,858
+13
+0.1% +$373 0.03% 208
2019
Q4 		$258K Buy
+8,845
New +$252K 0.04% 211

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

SteelPeak Wealth's KKR Position: Q2 2026 in Review

SteelPeak Wealth increased its KKR & Co (KKR) stake by 2.3% in Q2 2026, buying an estimated $7.37K and bringing the position to 3,332 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #519.

SteelPeak Wealth first reported a position in KKR in Q4 2019 and has held it in 26 quarters since. The position peaked at $438K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • SteelPeak Wealth held 3,332 shares of KKR & Co worth $306K as of Q2 2026.
  • SteelPeak Wealth bought 76 KKR & Co shares in Q2 2026, an estimated $7.37K.
  • KKR & Co made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #519 holding.
  • SteelPeak Wealth first reported a position in KKR & Co in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's KKR & Co position peaked at $438K in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.