Tradition Wealth Management
KKR icon

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
Q3 		$665K Buy
7,283
+68
+0.9% +$6.94K 0.04% 259
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Tradition Wealth Management's KKR Position: Q3 2026 in Review

Tradition Wealth Management increased its KKR & Co (KKR) stake by 0.94% in Q3 2026, buying an estimated $6.94K and bringing the position to 7,283 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #259.

Tradition Wealth Management first reported a position in KKR in Q4 2020 and has held it in 24 quarters since. The position peaked at $728K in Q2 2025. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Tradition Wealth Management held 7,283 shares of KKR & Co worth $665K as of Q3 2026.
  • Tradition Wealth Management bought 68 KKR & Co shares in Q3 2026, an estimated $6.94K.
  • KKR & Co made up 0.04% of Tradition Wealth Management's portfolio in Q3 2026, its #259 holding.
  • Tradition Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's KKR & Co position peaked at $728K in Q2 2025.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.