MYCIO WEALTH PARTNERS, LLC KKR KKR & CO INC

Ownership history in MYCIO WEALTH PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

MYCIO WEALTH PARTNERS, LLC reported KKR & CO INC (KKR) in 9 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.54% in 2026 Q1. The latest visible filing shows KKR at 1.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MYCIO WEALTH PARTNERS, LLC's position in KKR & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KKR was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MYCIO WEALTH PARTNERS, LLC held KKR — position size vs. price
% of Fund (quarterly)    KKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 83,733 +56,083 +202.8% 1.54% $7.7M 2026-04-29 $99.32
2025 Q4 UNCHANGED 27,650 0% 0.73% $3.5M 2026-02-10 $107.02
2025 Q3 UNCHANGED 27,650 0% 0.83% $3.6M 2025-11-12 $122.66
2025 Q2 ADDED 27,650 +6,952 +33.6% 0.85% $3.7M 2025-07-31 $145.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MYCIO WEALTH PARTNERS, LLC and KKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MYCIO WEALTH PARTNERS, LLC reported owning KKR?

MYCIO WEALTH PARTNERS, LLC reported KKR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported KKR position in MYCIO WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for KKR was 1.54% in 2026 Q1.

What is the latest reported KKR position on this page?

The most recent filing on this page is 2026 Q1, when MYCIO WEALTH PARTNERS, LLC reported 83,733 shares, equal to 1.54% of portfolio, with an estimated market value of $7.7M.

What does the chart on this KKR ownership page compare?

The chart compares MYCIO WEALTH PARTNERS, LLC's quarterly KKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MYCIO WEALTH PARTNERS, LLC time their KKR position?

Based on 13F filing dates vs. subsequent KKR price moves, MYCIO WEALTH PARTNERS, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on KKR relative to SPY over the holding period was -18.6%.

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