WWM
KKR icon

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

Western 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
Q1 		$970K Sell
10,487
-1,647
-14% -$174K 0.04% 454
2025
Q4 		$1.55M Buy
12,134
+1,570
+15% +$195K 0.07% 263
2025
Q3 		$1.37M Buy
10,564
+48
+0.5% +$6.81K 0.07% 242
2025
Q2 		$1.4M Buy
10,516
+131
+1% +$15.3K 0.08% 214
2025
Q1 		$1.2M Buy
10,385
+40
+0.4% +$5.5K 0.08% 222
2024
Q4 		$1.53M Buy
10,345
+202
+2% +$29.6K 0.1% 183
2024
Q3 		$1.32M Sell
10,143
-197
-2% -$23.3K 0.08% 260
2024
Q2 		$1.09M Hold
10,340
– – 0.08% 214
2024
Q1 		$1.04M Buy
10,340
+368
+4% +$33.8K 0.08% 224
2023
Q4 		$826K Sell
9,972
-785
-7% -$53.2K 0.06% 310
2023
Q3 		$663K Buy
10,757
+435
+4% +$26.4K 0.06% 326
2023
Q2 		$578K Sell
10,322
-260
-2% -$13.6K 0.05% 346
2023
Q1 		$556K Hold
10,582
– – 0.05% 344
2022
Q4 		$491K Sell
10,582
-11,152
-51% -$544K 0.05% 342
2022
Q3 		$936K Buy
21,734
+376
+2% +$19K 0.05% 318
2022
Q2 		$989K Sell
21,358
-1
-0% -$52 0.06% 305
2022
Q1 		$1.25M Buy
21,359
+10,622
+99% +$669K 0.06% 295
2021
Q4 		$801K Buy
+10,737
New +$792K 0.08% 239
2021
Q2 		$599K Hold
10,085
– – 0.06% 321
2021
Q1 		$493K Buy
10,085
+163
+2% +$7.29K 0.07% 276
2020
Q4 		$402K Hold
9,922
– – 0.06% 297
2020
Q3 		$341K Hold
9,922
– – 0.06% 308
2020
Q2 		$306K Hold
9,922
– – 0.06% 308
2020
Q1 		$233K Hold
9,922
– – 0.05% 314
2019
Q4 		$289K Hold
9,922
– – 0.04% 320
2019
Q3 		$267K Buy
9,922
+700
+8% +$18.5K 0.06% 315
2019
Q2 		$234K Hold
9,222
– – 0.03% 352
2019
Q1 		$217K Buy
+9,222
New +$210K 0.05% 349

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

Western Wealth Management's KKR Position: Q1 2026 in Review

Western Wealth Management reduced its KKR & Co (KKR) stake by 14% in Q1 2026, selling an estimated $174K and leaving 10,487 shares worth $970K. The position accounts for 0.04% of the portfolio, ranked #454.

Western Wealth Management first reported a position in KKR in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.55M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Western Wealth Management held 10,487 shares of KKR & Co worth $970K as of Q1 2026.
  • Western Wealth Management sold 1,647 KKR & Co shares in Q1 2026, an estimated $174K.
  • KKR & Co made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #454 holding.
  • Western Wealth Management first reported a position in KKR & Co in Q1 2019 and has held it in 28 quarters since.
  • Western Wealth Management's KKR & Co position peaked at $1.55M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.