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Badgley Phelps Wealth Managers, LLC: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on KKR, newest first. How the timeline and the estimate are built.

Badgley Phelps Wealth Managers, LLC held 156,331 KKR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,331 shares
    Change vs previous 13F +977 shares

    0.25% of the 13F portfolio, value $14,348,060.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 155,354 shares
    Change vs previous 13F -2,259 shares

    0.29% of the 13F portfolio, value $14,370,245.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 157,613 shares
    Change vs previous 13F -788 shares

    0.37% of the 13F portfolio, value $20,092,507.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 158,401 shares
    Change vs previous 13F -2,417 shares

    0.43% of the 13F portfolio, value $20,584,210.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,818 shares
    Change vs previous 13F -6,887 shares

    0.47% of the 13F portfolio, value $21,393,619.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 167,705 shares
    Change vs previous 13F +833 shares

    0.47% of the 13F portfolio, value $19,388,376.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 166,872 shares
    Change vs previous 13F +2,605 shares

    0.58% of the 13F portfolio, value $24,682,038.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 164,267 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $21,449,985.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).