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United Financial Planning Group’s KKR & Co KKR Stock Holding History

United Financial Planning Group’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 		– Sell
-56
Closed -$5.18K – 506
2026
Q1 		$5.18K Buy
+56
New +$5.9K ﹤0.01% 309

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

United Financial Planning Group's KKR Position: Q2 2026 in Review

United Financial Planning Group sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 56 shares — an estimated $5.18K sold.

United Financial Planning Group first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $5.18K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • United Financial Planning Group reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 56 KKR & Co shares in Q2 2026, an estimated $5.18K.
  • United Financial Planning Group first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's KKR & Co position peaked at $5.18K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.