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Wernau Asset Management’s KKR & Co KKR Stock Holding History

Wernau Asset 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 		$1.01M Buy
11,030
+153
+1% +$14.8K 0.53% 23
2026
Q1 		$1.01M Buy
10,877
+104
+1% +$11K 0.7% 22
2025
Q4 		$1.37M Buy
10,773
+127
+1% +$15.8K 0.74% 18
2025
Q3 		$1.38M Sell
10,646
-5
-0% -$710 0.94% 17
2025
Q2 		$1.42M Sell
10,651
-2,023
-16% -$237K 0.98% 18
2025
Q1 		$1.47M Sell
12,674
-1
-0% -$138 1.14% 19
2024
Q4 		$1.87M Buy
+12,675
New +$1.86M 1.4% 17

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

Wernau Asset Management's KKR Position: Q2 2026 in Review

Wernau Asset Management increased its KKR & Co (KKR) stake by 1.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 11,030 shares worth $1.01M. The position accounts for 0.53% of the portfolio, ranked #23.

Wernau Asset Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wernau Asset Management held 11,030 shares of KKR & Co worth $1.01M as of Q2 2026.
  • Wernau Asset Management bought 153 KKR & Co shares in Q2 2026, an estimated $14.8K.
  • KKR & Co made up 0.53% of Wernau Asset Management's portfolio in Q2 2026, its #23 holding.
  • Wernau Asset Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Wernau Asset Management's KKR & Co position peaked at $1.87M in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wernau Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.