AFA
KKR icon

AA Financial Advisors’s KKR & Co KKR Stock Holding History

AA Financial Advisors’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
Q2 		$267K Buy
+2,910
New +$282K 0.03% 200
2026
Q1 		– Sell
-3,005
Closed -$383K – 230
2025
Q4 		$383K Buy
3,005
+152
+5% +$18.9K 0.07% 148
2025
Q3 		$371K Sell
2,853
-506
-15% -$71.8K 0.07% 136
2025
Q2 		$447K Buy
3,359
+674
+25% +$78.9K 0.1% 117
2025
Q1 		$310K Buy
2,685
+200
+8% +$27.5K 0.08% 128
2024
Q4 		$368K Buy
2,485
+632
+34% +$92.7K 0.1% 122
2024
Q3 		$242K Sell
1,853
-200
-10% -$23.7K 0.07% 151
2024
Q2 		$216K Sell
2,053
-27
-1% -$2.75K 0.08% 154
2024
Q1 		$209K Buy
+2,080
New +$191K 0.08% 149

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AA Financial Advisors's KKR Position: Q2 2026 in Review

AA Financial Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 2,910 shares worth $267K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: AA Financial Advisors previously reported a position in KKR as recently as Q4 2025.

AA Financial Advisors first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $447K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • AA Financial Advisors held 2,910 shares of KKR & Co worth $267K as of Q2 2026.
  • KKR & Co was a new AA Financial Advisors position in Q2 2026.
  • KKR & Co made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • AA Financial Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
  • AA Financial Advisors's KKR & Co position peaked at $447K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.