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Triangle Securities Wealth Management’s KKR & Co KKR Stock Holding History

Triangle Securities 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 		$5.3M Sell
57,780
-627
-1% -$60.8K 1.05% 25
2026
Q1 		$5.4M Sell
58,407
-921
-2% -$97.1K 1.23% 21
2025
Q4 		$7.56M Sell
59,328
-1,479
-2% -$184K 1.59% 14
2025
Q3 		$7.9M Sell
60,807
-1,749
-3% -$248K 1.79% 13
2025
Q2 		$8.32M Sell
62,556
-1,777
-3% -$208K 2.05% 10
2025
Q1 		$7.44M Buy
64,333
+3,491
+6% +$480K 1.91% 9
2024
Q4 		$9M Sell
60,842
-5,097
-8% -$748K 2.31% 7
2024
Q3 		$8.61M Sell
65,939
-3,804
-5% -$450K 2.23% 7
2024
Q2 		$7.34M Sell
69,743
-6,818
-9% -$694K 2.07% 9
2024
Q1 		$7.7M Sell
76,561
-6,221
-8% -$572K 2.2% 5
2023
Q4 		$6.86M Sell
82,782
-644
-0.8% -$43.6K 2.13% 9
2023
Q3 		$5.14M Sell
83,426
-420
-0.5% -$25.5K 1.83% 13
2023
Q2 		$4.7M Buy
83,846
+1,387
+2% +$72.7K 1.62% 15
2023
Q1 		$4.33M Sell
82,459
-499
-0.6% -$26.8K 1.55% 15
2022
Q4 		$3.85M Buy
82,958
+392
+0.5% +$19.1K 1.41% 16
2022
Q3 		$3.55M Sell
82,566
-40
-0% -$2.02K 1.45% 14
2022
Q2 		$3.82M Buy
82,606
+2,546
+3% +$134K 1.49% 13
2022
Q1 		$4.68M Buy
80,060
+3,077
+4% +$194K 1.57% 12
2021
Q4 		$5.74M Buy
76,983
+808
+1% +$59.6K 1.79% 10
2021
Q3 		$4.64M Buy
76,175
+3,997
+6% +$251K 1.57% 13
2021
Q2 		$4.28M Buy
72,178
+4,314
+6% +$239K 1.45% 14
2021
Q1 		$3.31M Buy
67,864
+15,674
+30% +$701K 1.2% 19
2020
Q4 		$2.11M Buy
+52,190
New +$1.97M 0.84% 33

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Triangle Securities Wealth Management's KKR Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its KKR & Co (KKR) stake by 1.1% in Q2 2026, selling an estimated $60.8K and leaving 57,780 shares worth $5.3M. The position accounts for 1.05% of the portfolio, ranked #25.

Triangle Securities Wealth Management first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $9M in Q4 2024. 179 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Triangle Securities Wealth Management held 57,780 shares of KKR & Co worth $5.3M as of Q2 2026.
  • Triangle Securities Wealth Management sold 627 KKR & Co shares in Q2 2026, an estimated $60.8K.
  • KKR & Co made up 1.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Triangle Securities Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • Triangle Securities Wealth Management's KKR & Co position peaked at $9M in Q4 2024.
  • 179 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.