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Tower View Wealth Management’s KKR & Co KKR Stock Holding History

Tower View 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 		$115K Buy
1,256
+2
+0.2% +$194 0.05% 77
2026
Q1 		$116K Buy
1,254
+3
+0.2% +$316 0.06% 74
2025
Q4 		$159K Sell
1,251
-392
-24% -$48.8K 0.08% 63
2025
Q3 		$213K Buy
1,643
+3
+0.2% +$426 0.11% 52
2025
Q2 		$218K Buy
1,640
+2
+0.1% +$234 0.11% 58
2025
Q1 		$189K Buy
1,638
+2
+0.1% +$275 0.11% 52
2024
Q4 		$242K Buy
1,636
+2
+0.1% +$293 0.13% 54
2024
Q3 		$213K Buy
1,634
+2
+0.1% +$237 0.12% 53
2024
Q2 		$172K Buy
1,632
+3
+0.2% +$305 0.1% 56
2024
Q1 		$164K Buy
1,629
+3
+0.2% +$276 0.1% 63
2023
Q4 		$135K Buy
1,626
+3
+0.2% +$203 0.08% 60
2023
Q3 		$100K Buy
1,623
+5
+0.3% +$304 0.07% 65
2023
Q2 		$91K Buy
1,618
+5
+0.3% +$262 0.06% 65
2023
Q1 		$85K Buy
1,613
+4
+0.2% +$215 0.06% 70
2022
Q4 		$75K Buy
1,609
+4
+0.2% +$195 0.05% 72
2022
Q3 		$69K Buy
1,605
+5
+0.3% +$253 0.05% 72
2022
Q2 		$74K Hold
1,600
– – 0.05% 71
2022
Q1 		$94K Sell
1,600
-150
-9% -$9.44K 0.05% 90
2021
Q4 		$130K Sell
1,750
-250
-13% -$18.4K 0.07% 86
2021
Q3 		$122K Buy
+2,000
New +$126K 0.07% 83

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

Tower View Wealth Management's KKR Position: Q2 2026 in Review

Tower View Wealth Management increased its KKR & Co (KKR) stake by 0.16% in Q2 2026, buying an estimated $194 and bringing the position to 1,256 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #77.

Tower View Wealth Management first reported a position in KKR in Q3 2021 and has held it in 20 quarters since. The position peaked at $242K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Tower View Wealth Management held 1,256 shares of KKR & Co worth $115K as of Q2 2026.
  • Tower View Wealth Management bought 2 KKR & Co shares in Q2 2026, an estimated $194.
  • KKR & Co made up 0.05% of Tower View Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Tower View Wealth Management first reported a position in KKR & Co in Q3 2021 and has held it in 20 quarters since.
  • Tower View Wealth Management's KKR & Co position peaked at $242K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.