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Winthrop Partners - WNY’s KKR & Co KKR Stock Holding History

Winthrop Partners - WNY’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 		$1.05M Buy
11,481
+103
+0.9% +$9.99K 0.52% 43
2026
Q1 		$1.05M Buy
11,378
+15
+0.1% +$1.58K 0.56% 43
2025
Q4 		$1.45M Buy
+11,363
New +$1.41M 0.78% 36

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

Winthrop Partners - WNY's KKR Position: Q2 2026 in Review

Winthrop Partners - WNY increased its KKR & Co (KKR) stake by 0.91% in Q2 2026, buying an estimated $9.99K and bringing the position to 11,481 shares worth $1.05M. The position accounts for 0.52% of the portfolio, ranked #43.

Winthrop Partners - WNY first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Winthrop Partners - WNY held 11,481 shares of KKR & Co worth $1.05M as of Q2 2026.
  • Winthrop Partners - WNY bought 103 KKR & Co shares in Q2 2026, an estimated $9.99K.
  • KKR & Co made up 0.52% of Winthrop Partners - WNY's portfolio in Q2 2026, its #43 holding.
  • Winthrop Partners - WNY first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Winthrop Partners - WNY's KKR & Co position peaked at $1.45M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.