UWM
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Urban Wealth Management’s KKR & Co KKR Stock Holding History

Urban 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 		– Sell
-2,275
Closed -$210K – 116
2026
Q1 		$210K Sell
2,275
-1,103
-33% -$116K 0.22% 90
2025
Q4 		$431K Buy
+3,378
New +$420K 0.4% 53
2022
Q2 		$219K Buy
+4,735
New +$248K 0.74% 28

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Urban Wealth Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,275 shares — an estimated $210K sold.

Urban Wealth Management first reported a position in KKR in Q2 2022 and held it in 3 quarters. The position peaked at $431K in Q4 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Urban Wealth Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 2,275 KKR & Co shares in Q2 2026, an estimated $210K.
  • Urban Wealth Management first reported a position in KKR & Co in Q2 2022 and held it in 3 quarters.
  • Urban Wealth Management's KKR & Co position peaked at $431K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.