Planning Strategies Inc.’s KKR & Co KKR Stock Holding History

Planning Strategies Inc.’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	$3.49K	Buy	+38	New	+$3.69K	﹤0.01%	477

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Planning Strategies Inc.'s KKR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in KKR & Co (KKR) in Q2 2026: 38 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Planning Strategies Inc. held 38 shares of KKR & Co worth $3.49K as of Q2 2026.
KKR & Co was a new Planning Strategies Inc. position in Q2 2026.
KKR & Co made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #477 holding.
439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.