Addison Advisors
KKR icon

Addison Advisors’s KKR & Co KKR Stock Holding History

Addison 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 		$457 Buy
+5
New +$510 ﹤0.01% 743
2026
Q2 		– Sell
-6
Closed -$555 – 865
2026
Q1 		$555 Buy
+6
New +$632 ﹤0.01% 924

Other funds holding KKR

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Addison Advisors's KKR Position: Q3 2026 in Review

Addison Advisors opened a new position in KKR & Co (KKR) in Q3 2026: 5 shares worth $457. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Addison Advisors previously reported a position in KKR as recently as Q1 2026.

Addison Advisors first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $555 in Q1 2026. 647 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Addison Advisors held 5 shares of KKR & Co worth $457 as of Q3 2026.
  • KKR & Co was a new Addison Advisors position in Q3 2026.
  • KKR & Co made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #743 holding.
  • Addison Advisors first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Addison Advisors's KKR & Co position peaked at $555 in Q1 2026.
  • 647 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

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