SWP
KKR icon

Strategic Wealth Partners’s KKR & Co KKR Stock Holding History

Strategic Wealth Partners’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 		$42.4K Sell
462
-80
-15% -$7.76K ﹤0.01% 563
2026
Q1 		$50.2K Sell
542
-73
-12% -$7.7K ﹤0.01% 515
2025
Q4 		$78.4K Hold
615
– – 0.01% 442
2025
Q3 		$79.9K Buy
615
+14
+2% +$1.99K 0.01% 477
2025
Q2 		$80K Buy
+601
New +$70.4K 0.01% 423

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

Strategic Wealth Partners's KKR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its KKR & Co (KKR) stake by 15% in Q2 2026, selling an estimated $7.76K and leaving 462 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Strategic Wealth Partners first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $80K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Strategic Wealth Partners held 462 shares of KKR & Co worth $42.4K as of Q2 2026.
  • Strategic Wealth Partners sold 80 KKR & Co shares in Q2 2026, an estimated $7.76K.
  • KKR & Co made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #563 holding.
  • Strategic Wealth Partners first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's KKR & Co position peaked at $80K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.