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 Q2	$662K	Buy	7,215 +240	+3%	+$23.3K	0.04%	265
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 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

Tradition Wealth Management's KKR Position: Q2 2026 in Review

Tradition Wealth Management increased its KKR & Co (KKR) stake by 3.4% in Q2 2026, buying an estimated $23.3K and bringing the position to 7,215 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #265.

Tradition Wealth Management first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $728K in Q2 2025. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Tradition Wealth Management held 7,215 shares of KKR & Co worth $662K as of Q2 2026.
Tradition Wealth Management bought 240 KKR & Co shares in Q2 2026, an estimated $23.3K.
KKR & Co made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #265 holding.
Tradition Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's KKR & Co position peaked at $728K in Q2 2025.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.