Watershed Private Wealth’s KKR & Co KKR Stock Holding History

Watershed Private 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 Q1	–	Sell	-4,179	Closed	-$533K	–	116
2025 Q4	$533K	Hold	4,179	–	–	0.16%	76
2025 Q3	$543K	Hold	4,179	–	–	0.17%	71
2025 Q2	$556K	Hold	4,179	–	–	0.2%	66
2025 Q1	$483K	Hold	4,179	–	–	0.19%	68
2024 Q4	$618K	Hold	4,179	–	–	0.24%	64
2024 Q3	$546K	Buy	4,179 +22	+0.5%	+$2.6K	0.22%	62
2024 Q2	$437K	Hold	4,157	–	–	0.19%	79
2024 Q1	$418K	Hold	4,157	–	–	0.19%	82
2023 Q4	$344K	Hold	4,157	–	–	0.19%	77
2023 Q3	$256K	Hold	4,157	–	–	0.16%	86
2023 Q2	$233K	Hold	4,157	–	–	0.14%	83
2023 Q1	$218K	Buy	+4,157	New	+$223K	0.15%	77

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Watershed Private Wealth's KKR Position: Q1 2026 in Review

Watershed Private Wealth sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 4,179 shares — an estimated $533K sold.

Watershed Private Wealth first reported a position in KKR in Q1 2023 and held it in 12 quarters. The position peaked at $618K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Watershed Private Wealth reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Watershed Private Wealth sold 4,179 KKR & Co shares in Q1 2026, an estimated $533K.
Watershed Private Wealth first reported a position in KKR & Co in Q1 2023 and held it in 12 quarters.
Watershed Private Wealth's KKR & Co position peaked at $618K in Q4 2024.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Watershed Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.