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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

KKR holding history

KKR & Co. Inc. in every 13F filed by Abound Wealth Management, 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)
32
Value
$2.93K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2022
Holdings of KKR by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632$2.93K<0.1%−79−71.2%ReducedHolders
Q1 2026111$10.3K<0.1%−60−35.1%ReducedHolders
Q4 2025171$21.8K<0.1%00.0%UnchangedHolders
Q3 2025171$22.3K<0.1%+4+2.4%AddedHolders
Q2 2025167$22.2K<0.1%+24+16.8%AddedHolders
Q1 2025143$16.5K<0.1%−17−10.6%ReducedHolders
Q4 2024160$23.6K<0.1%−4−2.4%ReducedHolders
Q3 2024164$21.4K<0.1%+164NewHolders
Q1 20240$00.0%0Sold outHolders
Q4 20230$21<0.1%0NewHolders
Q4 20220$00.0%−4−100.0%Sold outHolders
Q3 20224$193<0.1%+4NewHolders