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

Tripletail 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 		$125K Hold
1,330
– – 0.14% 110
2026
Q1 		$121K Sell
1,330
-1,100
-45% -$116K 0.17% 103
2025
Q4 		$275K Buy
2,430
+685
+39% +$85.2K 0.35% 51
2025
Q3 		$221K Buy
+1,745
New +$248K 0.26% 68

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Tripletail Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 1,330 shares worth $125K. The position accounts for 0.14% of the portfolio, ranked #110.

Tripletail Wealth Management first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Tripletail Wealth Management held 1,330 shares of KKR & Co worth $125K as of Q2 2026.
  • Tripletail Wealth Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.14% of Tripletail Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Tripletail Wealth Management first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's KKR & Co position peaked at $275K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.