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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wernau Asset Management's KKR Position: Q1 2026 in Review

Wernau Asset Management increased its KKR & Co (KKR) stake by 0.97% in Q1 2026, buying an estimated $11K and bringing the position to 10,877 shares worth $1.01M. The position accounts for 0.7% of the portfolio, ranked #22.

Wernau Asset Management first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wernau Asset Management held 10,877 shares of KKR & Co worth $1.01M as of Q1 2026.
  • Wernau Asset Management bought 104 KKR & Co shares in Q1 2026, an estimated $11K.
  • KKR & Co made up 0.7% of Wernau Asset Management's portfolio in Q1 2026, its #22 holding.
  • Wernau Asset Management first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Wernau Asset Management's KKR & Co position peaked at $1.87M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.