Wealthspire Advisors (New York)’s KKR & Co KKR Stock Holding History

Wealthspire Advisors (New York)’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	$2.08M	Buy	22,676 +19,046	+525%	+$1.85M	0.01%	411
2026 Q1	$336K	Sell	3,630 -3,705	-51%	-$391K	﹤0.01%	691
2025 Q4	$935K	Buy	7,335 +5,133	+233%	+$638K	0.01%	448
2025 Q3	$286K	Sell	2,202 -159	-7%	-$22.6K	﹤0.01%	690
2025 Q2	$314K	Sell	2,361 -896	-28%	-$105K	﹤0.01%	653
2025 Q1	$377K	Buy	3,257 +355	+12%	+$48.8K	﹤0.01%	583
2024 Q4	$429K	Buy	2,902 +590	+26%	+$86.6K	﹤0.01%	552
2024 Q3	$302K	Buy	+2,312	New	+$274K	﹤0.01%	618

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (New York)'s KKR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its KKR & Co (KKR) stake by 525% in Q2 2026, buying an estimated $1.85M and bringing the position to 22,676 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #411.

Wealthspire Advisors (New York) first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Wealthspire Advisors (New York) held 22,676 shares of KKR & Co worth $2.08M as of Q2 2026.
Wealthspire Advisors (New York) bought 19,046 KKR & Co shares in Q2 2026, an estimated $1.85M.
KKR & Co made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #411 holding.
Wealthspire Advisors (New York) first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.