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Uniting Wealth Partners’s KKR & Co KKR Stock Holding History

Uniting Wealth Partners’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 		$1.38M Sell
15,000
-300
-2% -$29.1K 0.28% 63
2026
Q1 		$1.42M Buy
15,300
+7,000
+84% +$738K 0.3% 55
2025
Q4 		$1.06M Hold
8,300
– – 0.32% 50
2025
Q3 		$1.08M Hold
8,300
– – 0.25% 61
2025
Q2 		$1.1M Hold
8,300
– – 0.43% 34
2025
Q1 		$960K Buy
+8,300
New +$1.14M 0.48% 28

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

Uniting Wealth Partners's KKR Position: Q2 2026 in Review

Uniting Wealth Partners reduced its KKR & Co (KKR) stake by 2% in Q2 2026, selling an estimated $29.1K and leaving 15,000 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #63.

Uniting Wealth Partners first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Uniting Wealth Partners held 15,000 shares of KKR & Co worth $1.38M as of Q2 2026.
  • Uniting Wealth Partners sold 300 KKR & Co shares in Q2 2026, an estimated $29.1K.
  • KKR & Co made up 0.28% of Uniting Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Uniting Wealth Partners first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Uniting Wealth Partners's KKR & Co position peaked at $1.42M in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.