Rothwell Investment Advisors, LLC’s KKR & Co KKR Stock Holding History

Rothwell Investment Advisors, 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 Q3	$26.4K	Buy	+289	New	+$29.5K	0.01%	568

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KKR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in KKR & Co (KKR) in Q3 2026: 289 shares worth $26.4K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings.

643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Rothwell Investment Advisors, LLC held 289 shares of KKR & Co worth $26.4K as of Q3 2026.
KKR & Co was a new Rothwell Investment Advisors, LLC position in Q3 2026.
KKR & Co made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #568 holding.
643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.