WPWM
KKR icon

Western Pacific Wealth Management’s KKR & Co KKR Stock Holding History

Western Pacific Wealth 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 		$35.5K Hold
387
– – 0.03% 133
2026
Q1 		$35.8K Buy
387
+100
+35% +$10.5K 0.04% 131
2025
Q4 		$36.6K Hold
287
– – 0.04% 120
2025
Q3 		$37.3K Hold
287
– – 0.04% 137
2025
Q2 		$38.2K Sell
287
-45
-14% -$5.27K 0.04% 143
2025
Q1 		$38.4K Hold
332
– – 0.03% 137
2024
Q4 		$49.1K Sell
332
-50
-13% -$7.34K 0.04% 143
2024
Q3 		$49.9K Hold
382
– – 0.03% 167
2024
Q2 		$40.2K Buy
382
+282
+282% +$28.7K 0.03% 156
2024
Q1 		$10.1K Sell
100
-3,601
-97% -$331K 0.01% 192
2023
Q4 		$307K Buy
3,701
+135
+4% +$9.14K 0.22% 27
2023
Q3 		$220K Buy
3,566
+365
+11% +$22.2K 0.18% 39
2023
Q2 		$179K Hold
3,201
– – 0.14% 44
2023
Q1 		$168K Hold
3,201
– – 0.13% 48
2022
Q4 		$149K Buy
3,201
+970
+43% +$47.3K 0.12% 51
2022
Q3 		$95K Sell
2,231
-518
-19% -$26.2K 0.09% 55
2022
Q2 		$127K Sell
2,749
-597
-18% -$31.3K 0.12% 38
2022
Q1 		$195K Hold
3,346
– – 0.14% 34
2021
Q4 		$249K Buy
+3,346
New +$247K 0.16% 33

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

Western Pacific Wealth Management's KKR Position: Q2 2026 in Review

Western Pacific Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 387 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #133.

Western Pacific Wealth Management first reported a position in KKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $307K in Q4 2023. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Western Pacific Wealth Management held 387 shares of KKR & Co worth $35.5K as of Q2 2026.
  • Western Pacific Wealth Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.03% of Western Pacific Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Western Pacific Wealth Management first reported a position in KKR & Co in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's KKR & Co position peaked at $307K in Q4 2023.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.