RAFFA WEALTH MANAGEMENT, LLC’s KKR & Co KKR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$7.07K	Buy	77 +20	+35%	+$1.94K	﹤0.01%	507
2026 Q1	$5.27K	Sell	57 -2	-3%	-$211	﹤0.01%	522
2025 Q4	$7.52K	Buy	59 +27	+84%	+$3.36K	﹤0.01%	432
2025 Q3	$4.16K	Buy	32 +15	+88%	+$2.13K	﹤0.01%	522
2025 Q2	$2.26K	Hold	17	–	–	﹤0.01%	658
2025 Q1	$1.97K	Hold	17	–	–	﹤0.01%	637
2024 Q4	$2.51K	Hold	17	–	–	﹤0.01%	609
2024 Q3	$2.22K	Sell	17 -844	-98%	-$99.9K	﹤0.01%	614
2024 Q2	$90.6K	Hold	861	–	–	0.03%	156
2024 Q1	$86.6K	Buy	861 +844	+4,965%	+$77.6K	0.03%	157
2023 Q4	$1.41K	Hold	17	–	–	﹤0.01%	720
2023 Q3	$1.05K	Hold	17	–	–	﹤0.01%	768
2023 Q2	$952	Hold	17	–	–	﹤0.01%	810
2023 Q1	$893	Hold	17	–	–	﹤0.01%	822
2022 Q4	$789	Hold	17	–	–	﹤0.01%	842
2022 Q3	$731	Hold	17	–	–	﹤0.01%	903
2022 Q2	$787	Hold	17	–	–	﹤0.01%	890
2022 Q1	$994	Hold	17	–	–	﹤0.01%	864
2021 Q4	$1.27K	Hold	17	–	–	﹤0.01%	796
2021 Q3	$1.03K	Hold	17	–	–	﹤0.01%	811
2021 Q2	$1.01K	Sell	17 -3,005	-99%	-$167K	﹤0.01%	829
2021 Q1	$148K	Buy	3,022 +22	+0.7%	+$984	0.05%	81
2020 Q4	$121K	Buy	3,000 +1,000	+50%	+$37.8K	0.04%	83
2020 Q3	$68.7K	Sell	2,000 -59	-3%	-$2.06K	0.03%	100
2020 Q2	$63.6K	Buy	+2,059	New	+$55.3K	0.02%	102
2015 Q1	–	Sell	-439	Closed	-$10.2K	–	822
2014 Q4	$10.2K	Hold	439	–	–	0.01%	137
2014 Q3	$9.79K	Hold	439	–	–	0.01%	145
2014 Q2	$10.7K	Buy	439 +115	+35%	+$2.68K	0.01%	131
2014 Q1	$7.4K	Sell	324 -115	-26%	-$2.78K	0.01%	157
2013 Q4	$10.2K	Buy	+439	New	+$10.1K	0.01%	137

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KKR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its KKR & Co (KKR) stake by 35% in Q2 2026, buying an estimated $1.94K and bringing the position to 77 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KKR in Q4 2013 and has held it in 30 quarters since. The position peaked at $148K in Q1 2021. 397 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 77 shares of KKR & Co worth $7.07K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 20 KKR & Co shares in Q2 2026, an estimated $1.94K.
KKR & Co made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #507 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in KKR & Co in Q4 2013 and has held it in 30 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's KKR & Co position peaked at $148K in Q1 2021.
397 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.