Wedbush Securities’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$288K Sell
3,118
-1,261
-29% -$133K 0.01% 928
2025
Q4
$558K Sell
4,379
-16,700
-79% -$2.08M 0.02% 635
2025
Q3
$2.74M Buy
21,079
+1,236
+6% +$175K 0.09% 159
2025
Q2
$2.64M Buy
19,843
+220
+1% +$25.8K 0.09% 162
2025
Q1
$2.27M Sell
19,623
-208
-1% -$28.6K 0.08% 173
2024
Q4
$2.93M Buy
19,831
+226
+1% +$33.2K 0.1% 140
2024
Q3
$2.56M Sell
19,605
-666
-3% -$78.8K 0.1% 155
2024
Q2
$2.13M Buy
20,271
+1,708
+9% +$174K 0.08% 185
2024
Q1
$1.87M Buy
18,563
+1,134
+7% +$104K 0.07% 226
2023
Q4
$1.44M Buy
17,429
+259
+2% +$17.5K 0.06% 233
2023
Q3
$1.06M Buy
+17,170
New +$1.04M 0.05% 295
2022
Q1
Sell
-8,352
Closed -$622K 1159
2021
Q4
$622K Sell
8,352
-472
-5% -$34.8K 0.03% 531
2021
Q3
$537K Sell
8,824
-774
-8% -$48.6K 0.03% 581
2021
Q2
$569K Buy
9,598
+2,803
+41% +$156K 0.03% 576
2021
Q1
$332K Buy
+6,795
New +$304K 0.02% 766
2018
Q1
Sell
-10,290
Closed -$217K 862
2017
Q4
$217K Sell
10,290
-193
-2% -$3.88K 0.03% 678
2017
Q3
$213K Sell
10,483
-1,292
-11% -$24.5K 0.03% 686
2017
Q2
$219K Sell
11,775
-1,461
-11% -$26.7K 0.03% 673
2017
Q1
$241K Sell
13,236
-6,025
-31% -$107K 0.03% 619
2016
Q4
$296K Sell
19,261
-10,619
-36% -$160K 0.04% 509
2016
Q3
$426K Buy
29,880
+2,910
+11% +$41.3K 0.06% 370
2016
Q2
$333K Sell
26,970
-5,268
-16% -$70.5K 0.05% 416
2016
Q1
$474K Sell
32,238
-4,685
-13% -$63.8K 0.08% 283
2015
Q4
$576K Buy
36,923
+4,037
+12% +$69K 0.1% 214
2015
Q3
$552K Buy
32,886
+15,385
+88% +$327K 0.11% 208
2015
Q2
$400K Sell
17,501
-3,095
-15% -$71.1K 0.07% 323
2015
Q1
$470K Buy
20,596
+1,055
+5% +$24.9K 0.08% 290
2014
Q4
$454K Sell
19,541
-38,886
-67% -$852K 0.07% 289
2014
Q3
$1.3M Buy
58,427
+46,847
+405% +$1.1M 0.2% 100
2014
Q2
$282K Sell
11,580
-24,839
-68% -$578K 0.05% 417
2014
Q1
$832K Buy
36,419
+25,450
+232% +$616K 0.15% 155
2013
Q4
$267K Buy
+10,969
New +$252K 0.06% 370
2013
Q3
Sell
-14,869
Closed -$292K 597
2013
Q2
$292K Buy
+14,869
New +$295K 0.08% 310

Other funds holding KKR

Wedbush Securities's KKR Position: Q1 2026 in Review

Wedbush Securities reduced its KKR & Co (KKR) stake by 29% in Q1 2026, selling an estimated $133K and leaving 3,118 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #928.

Wedbush Securities first reported a position in KKR in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.93M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wedbush Securities held 3,118 shares of KKR & Co worth $288K as of Q1 2026.
  • Wedbush Securities sold 1,261 KKR & Co shares in Q1 2026, an estimated $133K.
  • KKR & Co made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #928 holding.
  • Wedbush Securities first reported a position in KKR & Co in Q2 2013 and has held it in 33 quarters since.
  • Wedbush Securities's KKR & Co position peaked at $2.93M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.