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

Waterway 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 		$315K Sell
3,436
-13,288
-79% -$1.29M 0.06% 85
2026
Q1 		$1.55M Buy
16,724
+1,111
+7% +$117K 0.34% 30
2025
Q4 		$1.99M Buy
15,613
+4,825
+45% +$600K 0.45% 25
2025
Q3 		$1.4M Buy
10,788
+3,258
+43% +$462K 0.33% 31
2025
Q2 		$1M Buy
+7,530
New +$881K 0.3% 31

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Waterway Wealth Management reduced its KKR & Co (KKR) stake by 79% in Q2 2026, selling an estimated $1.29M and leaving 3,436 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #85.

Waterway Wealth Management first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q4 2025. 250 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Waterway Wealth Management held 3,436 shares of KKR & Co worth $315K as of Q2 2026.
  • Waterway Wealth Management sold 13,288 KKR & Co shares in Q2 2026, an estimated $1.29M.
  • KKR & Co made up 0.06% of Waterway Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Waterway Wealth Management first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Waterway Wealth Management's KKR & Co position peaked at $1.99M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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