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XXI Wealth LLC’s KKR & Co KKR Stock Holding History

XXI Wealth LLC’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 		$239K Buy
2,608
+421
+19% +$40.8K 0.11% 198
2026
Q1 		$202K Sell
2,187
-367
-14% -$38.7K 0.11% 204
2025
Q4 		$326K Buy
+2,554
New +$318K 0.2% 123

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

XXI Wealth LLC's KKR Position: Q2 2026 in Review

XXI Wealth LLC increased its KKR & Co (KKR) stake by 19% in Q2 2026, buying an estimated $40.8K and bringing the position to 2,608 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #198.

XXI Wealth LLC first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • XXI Wealth LLC held 2,608 shares of KKR & Co worth $239K as of Q2 2026.
  • XXI Wealth LLC bought 421 KKR & Co shares in Q2 2026, an estimated $40.8K.
  • KKR & Co made up 0.11% of XXI Wealth LLC's portfolio in Q2 2026, its #198 holding.
  • XXI Wealth LLC first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's KKR & Co position peaked at $326K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.