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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

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

West Branch Capital's KKR Position: Q2 2026 in Review

West Branch Capital held its KKR & Co (KKR) position steady in Q2 2026 at 3 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #337.

West Branch Capital first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $444 in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • West Branch Capital held 3 shares of KKR & Co worth $276 as of Q2 2026.
  • West Branch Capital left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #337 holding.
  • West Branch Capital first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's KKR & Co position peaked at $444 in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.