Tradewinds Capital Management’s KKR & Co KKR Stock Holding History

Tradewinds Capital 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	$1.38K	Sell	15 -15	-50%	-$1.46K	﹤0.01%	591
2026 Q1	$2.77K	Hold	30	–	–	﹤0.01%	524
2025 Q4	$3.83K	Hold	30	–	–	﹤0.01%	472
2025 Q3	$3.9K	Buy	+30	New	+$4.26K	﹤0.01%	457
2022 Q2	–	Sell	-500	Closed	-$29K	–	622
2022 Q1	$29K	Hold	500	–	–	﹤0.01%	320
2021 Q4	$37K	Hold	500	–	–	0.01%	293
2021 Q3	$30K	Hold	500	–	–	0.01%	314
2021 Q2	$30K	Hold	500	–	–	0.01%	322
2021 Q1	$24K	Hold	500	–	–	﹤0.01%	325
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	326
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	324
2020 Q2	$15K	Hold	500	–	–	﹤0.01%	328
2020 Q1	$12K	Hold	500	–	–	﹤0.01%	324
2019 Q4	$15K	Buy	+500	New	+$14.2K	﹤0.01%	344
2017 Q4	–	Sell	-1,300	Closed	-$26K	–	719
2017 Q3	$26K	Hold	1,300	–	–	0.01%	267
2017 Q2	$24K	Hold	1,300	–	–	0.01%	268
2017 Q1	$24K	Hold	1,300	–	–	0.02%	272
2016 Q4	$20K	Hold	1,300	–	–	0.01%	292
2016 Q3	$19K	Hold	1,300	–	–	0.01%	305
2016 Q2	$16K	Hold	1,300	–	–	0.01%	320
2016 Q1	$19K	Buy	+1,300	New	+$17.7K	0.01%	320

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tradewinds Capital Management's KKR Position: Q2 2026 in Review

Tradewinds Capital Management reduced its KKR & Co (KKR) stake by 50% in Q2 2026, selling an estimated $1.46K and leaving 15 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Tradewinds Capital Management first reported a position in KKR in Q1 2016 and has held it in 21 quarters since. The position peaked at $37K in Q4 2021. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Tradewinds Capital Management held 15 shares of KKR & Co worth $1.38K as of Q2 2026.
Tradewinds Capital Management sold 15 KKR & Co shares in Q2 2026, an estimated $1.46K.
KKR & Co made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #591 holding.
Tradewinds Capital Management first reported a position in KKR & Co in Q1 2016 and has held it in 21 quarters since.
Tradewinds Capital Management's KKR & Co position peaked at $37K in Q4 2021.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.