WQ
KKR icon

Wealth Quarterback’s KKR & Co KKR Stock Holding History

Wealth Quarterback’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 		$314K Buy
3,394
+97
+3% +$10.2K 0.12% 123
2025
Q4 		$420K Buy
3,297
+457
+16% +$56.8K 0.15% 107
2025
Q3 		$369K Sell
2,840
-1,599
-36% -$227K 0.14% 113
2025
Q2 		$590K Buy
+4,439
New +$520K 0.28% 75

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

Wealth Quarterback's KKR Position: Q1 2026 in Review

Wealth Quarterback increased its KKR & Co (KKR) stake by 2.9% in Q1 2026, buying an estimated $10.2K and bringing the position to 3,394 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #123.

Wealth Quarterback first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $590K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wealth Quarterback held 3,394 shares of KKR & Co worth $314K as of Q1 2026.
  • Wealth Quarterback bought 97 KKR & Co shares in Q1 2026, an estimated $10.2K.
  • KKR & Co made up 0.12% of Wealth Quarterback's portfolio in Q1 2026, its #123 holding.
  • Wealth Quarterback first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
  • Wealth Quarterback's KKR & Co position peaked at $590K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.