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Wedmont Private Capital’s KKR & Co KKR Stock Holding History

Wedmont Private Capital’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 		$574K Buy
5,917
+1,277
+28% +$124K 0.02% 508
2026
Q1 		$436K Sell
4,640
-2,455
-35% -$259K 0.01% 545
2025
Q4 		$928K Buy
7,095
+42
+0.6% +$5.22K 0.03% 308
2025
Q3 		$880K Buy
7,053
+795
+13% +$113K 0.03% 305
2025
Q2 		$871K Buy
6,258
+793
+15% +$92.8K 0.04% 288
2025
Q1 		$554K Buy
5,465
+1,145
+27% +$158K 0.03% 357
2024
Q4 		$609K Sell
4,320
-6,589
-60% -$967K 0.03% 323
2024
Q3 		$1.43M Buy
10,909
+7,913
+264% +$936K 0.08% 152
2024
Q2 		$332K Buy
2,996
+733
+32% +$74.6K 0.02% 468
2024
Q1 		$227K Buy
+2,263
New +$208K 0.02% 537

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return