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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

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 $3.37T AUM 44.26% 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

Wedmont Private Capital's KKR Position: Q2 2026 in Review

Wedmont Private Capital increased its KKR & Co (KKR) stake by 28% in Q2 2026, buying an estimated $124K and bringing the position to 5,917 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #508.

Wedmont Private Capital first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wedmont Private Capital held 5,917 shares of KKR & Co worth $574K as of Q2 2026.
  • Wedmont Private Capital bought 1,277 KKR & Co shares in Q2 2026, an estimated $124K.
  • KKR & Co made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #508 holding.
  • Wedmont Private Capital first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's KKR & Co position peaked at $1.43M in Q3 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.