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Wealth Enhancement Trust Services’s KKR & Co KKR Stock Holding History

Wealth Enhancement Trust Services’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 		$918 Hold
10
– – ﹤0.01% 1148
2026
Q1 		$925 Hold
10
– – ﹤0.01% 727
2025
Q4 		$1.27K Buy
+10
New +$1.24K ﹤0.01% 665

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Trust Services's KKR Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its KKR & Co (KKR) position steady in Q2 2026 at 10 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Wealth Enhancement Trust Services first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27K in Q4 2025. 940 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wealth Enhancement Trust Services held 10 shares of KKR & Co worth $918 as of Q2 2026.
  • Wealth Enhancement Trust Services left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1148 holding.
  • Wealth Enhancement Trust Services first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's KKR & Co position peaked at $1.27K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.