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Waddell & Associates’s KKR & Co KKR Stock Holding History

Waddell & Associates’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 		$346K Sell
3,766
-549
-13% -$53.2K 0.02% 361
2026
Q1 		$399K Buy
+4,315
New +$455K 0.02% 282

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 $3.38T AUM 44.17% 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

Waddell & Associates's KKR Position: Q2 2026 in Review

Waddell & Associates reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $53.2K and leaving 3,766 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #361.

Waddell & Associates first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $399K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Waddell & Associates held 3,766 shares of KKR & Co worth $346K as of Q2 2026.
  • Waddell & Associates sold 549 KKR & Co shares in Q2 2026, an estimated $53.2K.
  • KKR & Co made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #361 holding.
  • Waddell & Associates first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's KKR & Co position peaked at $399K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.