WBC
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West Branch Capital’s KKR & Co KKR Stock Holding History

West Branch 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 		$276 Hold
3
– – ﹤0.01% 337
2026
Q1 		$278 Hold
3
– – ﹤0.01% 356
2025
Q4 		$383 Hold
3
– – ﹤0.01% 383
2025
Q3 		$390 Hold
3
– – ﹤0.01% 414
2025
Q2 		$400 Hold
3
– – ﹤0.01% 425
2025
Q1 		$347 Hold
3
– – ﹤0.01% 454
2024
Q4 		$444 Hold
3
– – ﹤0.01% 435
2024
Q3 		$392 Buy
+3
New +$355 ﹤0.01% 428

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM