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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KKR overviewAll 13F holders of KKRFull Q2 2026 holdings

Shares (Q2 2026)
8,278
Value
$759.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of KKR by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,278$759.8K0.1%−275−3.2%ReducedHolders
Q1 20268,553$791.2K0.1%+1,112+14.9%AddedHolders
Q4 20257,441$948.5K0.1%+61+0.8%AddedHolders
Q3 20257,380$959.1K0.1%−37−0.5%ReducedHolders
Q2 20257,417$986.7K0.1%+561+8.2%AddedHolders
Q1 20256,856$792.6K0.1%−2,167−24.0%ReducedHolders
Q4 20249,023$1.33M0.1%−1,203−11.8%ReducedHolders
Q3 202410,226$1.34M0.1%+1,905+22.9%AddedHolders
Q2 20248,321$875.7K0.1%+677+8.9%AddedHolders
Q1 20247,644$768.9K0.1%+1,857+32.1%AddedHolders
Q4 20235,787$479.5K<0.1%+328+6.0%AddedHolders
Q3 20235,459$336.3K<0.1%−500−8.4%ReducedHolders
Q2 20235,959$333.7K<0.1%−15−0.3%ReducedHolders
Q1 20235,974$313.8K<0.1%+147+2.5%AddedHolders
Q4 20225,827$270.5K<0.1%00.0%UnchangedHolders
Q3 20225,827$251.0K<0.1%00.0%UnchangedHolders
Q2 20225,827$270.0K<0.1%−27−0.5%ReducedHolders
Q1 20225,854$342.0K<0.1%+80+1.4%AddedHolders
Q4 20215,774$430.0K<0.1%+60+1.1%AddedHolders
Q3 20215,714$437.0K<0.1%+5,714NewHolders
Q2 20210$00.0%−5,714−100.0%Sold outHolders
Q1 20215,714$280.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.