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Twin Peaks Wealth Advisors’s KKR & Co KKR Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$72.6K Buy
+785
New +$82.7K 0.02% 340
2025
Q3 		– Sell
-723
Closed -$106K – 1209
2025
Q2 		$106K Buy
+723
New +$84.6K 0.03% 226

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's KKR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in KKR & Co (KKR) in Q1 2026: 785 shares worth $72.6K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KKR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KKR in Q2 2025 and has held it in 2 quarters since. The position peaked at $106K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 785 shares of KKR & Co worth $72.6K as of Q1 2026.
  • KKR & Co was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • KKR & Co made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #340 holding.
  • Twin Peaks Wealth Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's KKR & Co position peaked at $106K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.