Triangle Securities Wealth Management
KKR icon

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
Q3 		$5.37M Buy
58,822
+1,042
+2% +$106K 1.03% 26
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 		$3.32M 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

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triangle Securities Wealth Management's KKR Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its KKR & Co (KKR) stake by 1.8% in Q3 2026, buying an estimated $106K and bringing the position to 58,822 shares worth $5.37M. The position accounts for 1.03% of the portfolio, ranked #26.

Triangle Securities Wealth Management first reported a position in KKR in Q4 2020 and has held it in 24 quarters since. The position peaked at $9M in Q4 2024. 705 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Triangle Securities Wealth Management held 58,822 shares of KKR & Co worth $5.37M as of Q3 2026.
  • Triangle Securities Wealth Management bought 1,042 KKR & Co shares in Q3 2026, an estimated $106K.
  • KKR & Co made up 1.03% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Triangle Securities Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 24 quarters since.
  • Triangle Securities Wealth Management's KKR & Co position peaked at $9M in Q4 2024.
  • 705 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.