TWM
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Trueblood Wealth Management’s KKR & Co KKR Stock Holding History

Trueblood 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 		$999K Buy
10,880
+7
+0.1% +$679 0.35% 94
2026
Q1 		$1.01M Sell
10,873
-127
-1% -$13.4K 0.39% 83
2025
Q4 		$1.4M Buy
11,000
+24
+0.2% +$2.98K 0.55% 60
2025
Q3 		$1.43M Buy
10,976
+10
+0.1% +$1.42K 0.56% 61
2025
Q2 		$1.46M Buy
10,966
+12
+0.1% +$1.41K 0.61% 48
2025
Q1 		$1.27M Buy
10,954
+462
+4% +$63.6K 0.59% 52
2024
Q4 		$1.55M Sell
10,492
-207
-2% -$30.4K 0.76% 26
2024
Q3 		$1.4M Sell
10,699
-119
-1% -$14.1K 0.7% 35
2024
Q2 		$1.14M Sell
10,818
-16
-0.1% -$1.63K 0.64% 45
2024
Q1 		$1.09M Sell
10,834
-66
-0.6% -$6.07K 0.62% 46
2023
Q4 		$903K Buy
+10,900
New +$738K 0.57% 55

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

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

Trueblood Wealth Management increased its KKR & Co (KKR) stake by 0.06% in Q2 2026, buying an estimated $679 and bringing the position to 10,880 shares worth $999K. The position accounts for 0.35% of the portfolio, ranked #94.

Trueblood Wealth Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Trueblood Wealth Management held 10,880 shares of KKR & Co worth $999K as of Q2 2026.
  • Trueblood Wealth Management bought 7 KKR & Co shares in Q2 2026, an estimated $679.
  • KKR & Co made up 0.35% of Trueblood Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Trueblood Wealth Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's KKR & Co position peaked at $1.55M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.