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True Wealth Design’s KKR & Co KKR Stock Holding History

True Wealth Design’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 		$43K Buy
468
+92
+24% +$8.92K 0.01% 554
2026
Q1 		$34.8K Buy
376
+295
+364% +$31.1K 0.01% 515
2025
Q4 		$10.3K Sell
81
-7
-8% -$871 ﹤0.01% 852
2025
Q3 		$11.5K Buy
88
+7
+9% +$994 ﹤0.01% 786
2025
Q2 		$10.8K Buy
81
+74
+1,057% +$8.66K ﹤0.01% 549
2025
Q1 		$866 Sell
7
-1
-13% -$138 ﹤0.01% 1321
2024
Q4 		$1.26K Buy
+8
New +$1.17K ﹤0.01% 866
2024
Q2 		– Sell
-15
Closed -$1.51K – 808
2024
Q1 		$1.51K Buy
+15
New +$1.38K ﹤0.01% 383

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

True Wealth Design's KKR Position: Q2 2026 in Review

True Wealth Design increased its KKR & Co (KKR) stake by 24% in Q2 2026, buying an estimated $8.92K and bringing the position to 468 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #554.

True Wealth Design first reported a position in KKR in Q1 2024 and has held it in 8 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • True Wealth Design held 468 shares of KKR & Co worth $43K as of Q2 2026.
  • True Wealth Design bought 92 KKR & Co shares in Q2 2026, an estimated $8.92K.
  • KKR & Co made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #554 holding.
  • True Wealth Design first reported a position in KKR & Co in Q1 2024 and has held it in 8 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.