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Waypoint Wealth Counsel’s KKR & Co KKR Stock Holding History

Waypoint Wealth Counsel’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
-1,948
Closed -$248K – 262
2025
Q4 		$248K Buy
+1,948
New +$242K 0.09% 226

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waypoint Wealth Counsel's KKR Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,948 shares — an estimated $248K sold.

Waypoint Wealth Counsel first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,948 KKR & Co shares in Q1 2026, an estimated $248K.
  • Waypoint Wealth Counsel first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's KKR & Co position peaked at $248K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.