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Whipplewood Advisors’s KKR & Co KKR Stock Holding History

Whipplewood Advisors’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 		$2.11K Sell
23
-15
-39% -$1.46K ﹤0.01% 414
2026
Q1 		$3.52K Buy
+38
New +$4.01K ﹤0.01% 673
2025
Q3 		– Sell
-92
Closed -$12.2K – 763
2025
Q2 		$12.2K Buy
92
+66
+254% +$7.73K 0.01% 532
2025
Q1 		$10.3K Sell
26
-63
-71% -$8.67K 0.01% 557
2024
Q4 		$13.2K Buy
+89
New +$13.1K 0.01% 512

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

Whipplewood Advisors's KKR Position: Q2 2026 in Review

Whipplewood Advisors reduced its KKR & Co (KKR) stake by 39% in Q2 2026, selling an estimated $1.46K and leaving 23 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Whipplewood Advisors first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.2K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Whipplewood Advisors held 23 shares of KKR & Co worth $2.11K as of Q2 2026.
  • Whipplewood Advisors sold 15 KKR & Co shares in Q2 2026, an estimated $1.46K.
  • KKR & Co made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #414 holding.
  • Whipplewood Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's KKR & Co position peaked at $13.2K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.