Aaron Wealth Advisors
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Aaron Wealth Advisors’s KKR & Co KKR Stock Holding History

Aaron Wealth 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
Q3 		$495K Buy
5,419
+811
+18% +$82.8K 0.02% 448
2026
Q2 		$423K Buy
4,608
+371
+9% +$36K 0.02% 476
2026
Q1 		$392K Sell
4,237
-1,467
-26% -$155K 0.02% 460
2025
Q4 		$727K Buy
5,704
+1,491
+35% +$185K 0.04% 332
2025
Q3 		$547K Buy
4,213
+207
+5% +$29.4K 0.03% 389
2025
Q2 		$533K Buy
4,006
+63
+2% +$7.38K 0.05% 218
2025
Q1 		$456K Buy
3,943
+191
+5% +$26.3K 0.05% 238
2024
Q4 		$555K Buy
3,752
+64
+2% +$9.39K 0.06% 185
2024
Q3 		$482K Buy
3,688
+457
+14% +$54.1K 0.06% 196
2024
Q2 		$340K Buy
3,231
+587
+22% +$59.8K 0.05% 213
2024
Q1 		$266K Buy
+2,644
New +$243K 0.04% 238
2023
Q4 		– Sell
-26,861
Closed -$1.65M – 273
2023
Q3 		$1.65M Buy
26,861
+198
+0.7% +$12K 0.21% 68
2023
Q2 		$1.49M Buy
26,663
+145
+0.5% +$7.6K 0.19% 78
2023
Q1 		$1.39M Buy
26,518
+86
+0.3% +$4.62K 0.19% 82
2022
Q4 		$1.23M Buy
26,432
+249
+1% +$12.1K 0.18% 87
2022
Q3 		$1.13M Buy
+26,183
New +$1.32M 0.21% 72

Other funds holding KKR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Aaron Wealth Advisors's KKR Position: Q3 2026 in Review

Aaron Wealth Advisors increased its KKR & Co (KKR) stake by 18% in Q3 2026, buying an estimated $82.8K and bringing the position to 5,419 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #448.

Aaron Wealth Advisors first reported a position in KKR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q3 2023. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Aaron Wealth Advisors held 5,419 shares of KKR & Co worth $495K as of Q3 2026.
  • Aaron Wealth Advisors bought 811 KKR & Co shares in Q3 2026, an estimated $82.8K.
  • KKR & Co made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #448 holding.
  • Aaron Wealth Advisors first reported a position in KKR & Co in Q3 2022 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's KKR & Co position peaked at $1.65M in Q3 2023.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.