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Waterfront Wealth’s KKR & Co KKR Stock Holding History

Waterfront Wealth’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 		$4.4M Sell
45,392
-54
-0.1% -$5.24K 0.68% 41
2026
Q1 		$4.2M Buy
45,446
+350
+0.8% +$36.9K 0.77% 28
2025
Q4 		$5.45M Sell
45,096
-9
-0% -$1.12K 1.04% 18
2025
Q3 		$5.57M Hold
45,105
– – 1.14% 18
2025
Q2 		$6M Buy
45,105
+220
+0.5% +$25.8K 1.35% 16
2025
Q1 		$5.19M Sell
44,885
-710
-2% -$97.7K 1.27% 17
2024
Q4 		$6.74M Sell
45,595
-1,450
-3% -$213K 1.64% 11
2024
Q3 		$6.55M Sell
47,045
-145
-0.3% -$17.2K 1.61% 11
2024
Q2 		$4.97M Sell
47,190
-4,800
-9% -$489K 1.35% 15
2024
Q1 		$4.94M Sell
51,990
-200
-0.4% -$18.4K 1.38% 15
2023
Q4 		$4.32M Hold
52,190
– – 1.27% 20
2023
Q3 		$2.88M Buy
52,190
+1
+0% +$61 0.94% 23
2023
Q2 		$3.18M Buy
52,189
+1
+0% +$52 0.94% 25
2023
Q1 		$2.74M Sell
52,188
-2,249
-4% -$121K 0.9% 28
2022
Q4 		$3.02M Sell
54,437
-250
-0.5% -$12.2K 1.04% 19
2022
Q3 		$2.68M Buy
54,687
+2
+0% +$101 1.02% 22
2022
Q2 		$2.53M Sell
54,685
-249
-0.5% -$13.1K 1.02% 25
2022
Q1 		$3.17M Sell
54,934
-657
-1% -$41.4K 1.12% 18
2021
Q4 		$4.14M Hold
55,591
– – 1.64% 12
2021
Q3 		$3.38M Sell
55,591
-1,000
-2% -$62.8K 1.64% 15
2021
Q2 		$3.35M Hold
56,591
– – 1.59% 14
2021
Q1 		$2.85M Hold
56,591
– – 1.43% 18
2020
Q4 		$2.29M Buy
+56,591
New +$2.14M 1.62% 16

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

Waterfront Wealth's KKR Position: Q2 2026 in Review

Waterfront Wealth reduced its KKR & Co (KKR) stake by 0.12% in Q2 2026, selling an estimated $5.24K and leaving 45,392 shares worth $4.4M. The position accounts for 0.68% of the portfolio, ranked #41.

Waterfront Wealth first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.74M in Q4 2024. 462 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Waterfront Wealth held 45,392 shares of KKR & Co worth $4.4M as of Q2 2026.
  • Waterfront Wealth sold 54 KKR & Co shares in Q2 2026, an estimated $5.24K.
  • KKR & Co made up 0.68% of Waterfront Wealth's portfolio in Q2 2026, its #41 holding.
  • Waterfront Wealth first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's KKR & Co position peaked at $6.74M in Q4 2024.
  • 462 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.