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Wealthcare Advisory Partners’s KKR & Co KKR Stock Holding History

Wealthcare Advisory Partners’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 		$603K Sell
6,574
-256
-4% -$24.8K 0.01% 659
2026
Q1 		$632K Sell
6,830
-301
-4% -$31.7K 0.01% 633
2025
Q4 		$909K Sell
7,131
-4,092
-36% -$509K 0.02% 538
2025
Q3 		$1.46M Buy
11,223
+106
+1% +$15K 0.03% 410
2025
Q2 		$1.48M Buy
11,117
+91
+0.8% +$10.7K 0.03% 395
2025
Q1 		$1.27M Buy
11,026
+52
+0.5% +$7.15K 0.03% 392
2024
Q4 		$1.62M Buy
10,974
+73
+0.7% +$10.7K 0.05% 317
2024
Q3 		$1.42M Buy
10,901
+537
+5% +$63.5K 0.04% 335
2024
Q2 		$1.09M Buy
10,364
+17
+0.2% +$1.73K 0.03% 358
2024
Q1 		$1.04M Sell
10,347
-9
-0.1% -$828 0.03% 346
2023
Q4 		$858K Buy
10,356
+75
+0.7% +$5.08K 0.03% 356
2023
Q3 		$633K Buy
10,281
+16
+0.2% +$972 0.03% 376
2023
Q2 		$575K Sell
10,265
-330
-3% -$17.3K 0.03% 410
2023
Q1 		$556K Sell
10,595
-269
-2% -$14.4K 0.02% 429
2022
Q4 		$504K Sell
10,864
-13
-0.1% -$634 0.02% 422
2022
Q3 		$468K Buy
+10,877
New +$550K 0.03% 376
2021
Q2 		– Sell
-287
Closed -$14K – 1244
2021
Q1 		$14K Buy
+287
New +$12.8K ﹤0.01% 1341

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wealthcare Advisory Partners's KKR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its KKR & Co (KKR) stake by 3.7% in Q2 2026, selling an estimated $24.8K and leaving 6,574 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #659.

Wealthcare Advisory Partners first reported a position in KKR in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2024. 291 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wealthcare Advisory Partners held 6,574 shares of KKR & Co worth $603K as of Q2 2026.
  • Wealthcare Advisory Partners sold 256 KKR & Co shares in Q2 2026, an estimated $24.8K.
  • KKR & Co made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #659 holding.
  • Wealthcare Advisory Partners first reported a position in KKR & Co in Q1 2021 and has held it in 17 quarters since.
  • Wealthcare Advisory Partners's KKR & Co position peaked at $1.62M in Q4 2024.
  • 291 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.