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Tradition Wealth Management’s KKR & Co KKR Stock Holding History

Tradition 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
Q1 		$645K Buy
6,975
+1,267
+22% +$134K 0.05% 249
2025
Q4 		$728K Buy
5,708
+201
+4% +$25K 0.05% 231
2025
Q3 		$716K Buy
5,507
+34
+0.6% +$4.83K 0.05% 228
2025
Q2 		$728K Buy
5,473
+1,591
+41% +$186K 0.06% 219
2025
Q1 		$449K Buy
3,882
+66
+2% +$9.08K 0.04% 272
2024
Q4 		$564K Sell
3,816
-53
-1% -$7.78K 0.05% 229
2024
Q3 		$505K Sell
3,869
-46
-1% -$5.44K 0.05% 240
2024
Q2 		$412K Buy
3,915
+120
+3% +$12.2K 0.04% 263
2024
Q1 		$382K Sell
3,795
-120
-3% -$11K 0.04% 262
2023
Q4 		$324K Hold
3,915
– – 0.03% 263
2023
Q3 		$241K Buy
3,915
+296
+8% +$18K 0.03% 282
2023
Q2 		$203K Buy
3,619
+500
+16% +$26.2K 0.02% 306
2023
Q1 		$164K Buy
3,119
+200
+7% +$10.7K 0.02% 331
2022
Q4 		$135K Buy
2,919
+2,231
+324% +$109K 0.02% 314
2022
Q3 		$30K Buy
688
+180
+35% +$9.1K ﹤0.01% 653
2022
Q2 		$24K Hold
508
– – ﹤0.01% 612
2022
Q1 		$30K Hold
508
– – ﹤0.01% 630
2021
Q4 		$38K Hold
508
– – ﹤0.01% 596
2021
Q3 		$31K Hold
508
– – ﹤0.01% 631
2021
Q2 		$30K Hold
508
– – ﹤0.01% 659
2021
Q1 		$25K Hold
508
– – ﹤0.01% 589
2020
Q4 		$21K Buy
+508
New +$19.2K ﹤0.01% 584

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tradition Wealth Management's KKR Position: Q1 2026 in Review

Tradition Wealth Management increased its KKR & Co (KKR) stake by 22% in Q1 2026, buying an estimated $134K and bringing the position to 6,975 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #249.

Tradition Wealth Management first reported a position in KKR in Q4 2020 and has held it in 22 quarters since. The position peaked at $728K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Tradition Wealth Management held 6,975 shares of KKR & Co worth $645K as of Q1 2026.
  • Tradition Wealth Management bought 1,267 KKR & Co shares in Q1 2026, an estimated $134K.
  • KKR & Co made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Tradition Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's KKR & Co position peaked at $728K in Q2 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.