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Vermillion Wealth Management’s KKR & Co KKR Stock Holding History

Vermillion 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 		$92.8K Sell
1,011
-8
-0.8% -$776 0.02% 444
2026
Q1 		$94.3K Buy
1,019
+12
+1% +$1.26K 0.04% 150
2025
Q4 		$128K Sell
1,007
-4
-0.4% -$498 0.05% 126
2025
Q3 		$131K Buy
1,011
+7
+0.7% +$994 0.04% 305
2025
Q2 		$134K Buy
1,004
+2
+0.2% +$234 0.06% 105
2025
Q1 		$116K Sell
1,002
-82
-8% -$11.3K 0.03% 293
2024
Q4 		$160K Buy
+1,084
New +$159K 0.08% 96

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

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

Vermillion Wealth Management reduced its KKR & Co (KKR) stake by 0.79% in Q2 2026, selling an estimated $776 and leaving 1,011 shares worth $92.8K. The position accounts for 0.02% of the portfolio, ranked #444.

Vermillion Wealth Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $160K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Vermillion Wealth Management held 1,011 shares of KKR & Co worth $92.8K as of Q2 2026.
  • Vermillion Wealth Management sold 8 KKR & Co shares in Q2 2026, an estimated $776.
  • KKR & Co made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #444 holding.
  • Vermillion Wealth Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's KKR & Co position peaked at $160K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.