Tower View Wealth Management
KKR icon

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
Q3 		$103K Sell
1,124
-132
-11% -$13.5K 0.04% 81
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Tower View Wealth Management's KKR Position: Q3 2026 in Review

Tower View Wealth Management reduced its KKR & Co (KKR) stake by 11% in Q3 2026, selling an estimated $13.5K and leaving 1,124 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #81.

Tower View Wealth Management first reported a position in KKR in Q3 2021 and has held it in 21 quarters since. The position peaked at $242K in Q4 2024. 505 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Tower View Wealth Management held 1,124 shares of KKR & Co worth $103K as of Q3 2026.
  • Tower View Wealth Management sold 132 KKR & Co shares in Q3 2026, an estimated $13.5K.
  • KKR & Co made up 0.04% of Tower View Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Tower View Wealth Management first reported a position in KKR & Co in Q3 2021 and has held it in 21 quarters since.
  • Tower View Wealth Management's KKR & Co position peaked at $242K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.