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WealthPlan Investment Management’s KKR & Co KKR Stock Holding History

WealthPlan Investment Management’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 		$349K Buy
3,804
+1,586
+72% +$154K 0.02% 378
2026
Q1 		$205K Buy
+2,218
New +$234K 0.01% 446
2022
Q1 		$268K Buy
+5,252
New +$331K 0.02% 334

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's KKR Position: Q2 2026 in Review

WealthPlan Investment Management increased its KKR & Co (KKR) stake by 72% in Q2 2026, buying an estimated $154K and bringing the position to 3,804 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #378.

WealthPlan Investment Management first reported a position in KKR in Q1 2022 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • WealthPlan Investment Management held 3,804 shares of KKR & Co worth $349K as of Q2 2026.
  • WealthPlan Investment Management bought 1,586 KKR & Co shares in Q2 2026, an estimated $154K.
  • KKR & Co made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #378 holding.
  • WealthPlan Investment Management first reported a position in KKR & Co in Q1 2022 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.