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Wealth Preservation Advisors’s KKR & Co KKR Stock Holding History

Wealth Preservation Advisors’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 		$457K Sell
4,975
-475
-9% -$46.1K 0.26% 47
2026
Q1 		$504K Buy
5,450
+1,450
+36% +$153K 0.42% 30
2025
Q4 		$510K Hold
4,000
– – 0.26% 42
2025
Q3 		$520K Hold
4,000
– – 0.3% 40
2025
Q2 		$532K Hold
4,000
– – 0.33% 36
2025
Q1 		$462K Buy
+4,000
New +$550K 0.33% 38

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's KKR Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its KKR & Co (KKR) stake by 8.7% in Q2 2026, selling an estimated $46.1K and leaving 4,975 shares worth $457K. The position accounts for 0.26% of the portfolio, ranked #47.

Wealth Preservation Advisors first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $532K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wealth Preservation Advisors held 4,975 shares of KKR & Co worth $457K as of Q2 2026.
  • Wealth Preservation Advisors sold 475 KKR & Co shares in Q2 2026, an estimated $46.1K.
  • KKR & Co made up 0.26% of Wealth Preservation Advisors's portfolio in Q2 2026, its #47 holding.
  • Wealth Preservation Advisors first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's KKR & Co position peaked at $532K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.