Advisor OS’s KKR & Co KKR Stock Holding History

Advisor OS’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	$226K	Sell	2,465 -854	-26%	-$82.8K	0.02%	522
2026 Q1	$307K	Sell	3,319 -4,757	-59%	-$501K	0.02%	417
2025 Q4	$1.03M	Sell	8,076 -521	-6%	-$64.8K	0.08%	160
2025 Q3	$1.12M	Sell	8,597 -1,717	-17%	-$244K	0.1%	140
2025 Q2	$1.37M	Sell	10,314 -1,095	-10%	-$128K	0.14%	104
2025 Q1	$1.32M	Sell	11,409 -606	-5%	-$83.4K	0.15%	94
2024 Q4	$1.78M	Sell	12,015 -2,531	-17%	-$371K	0.21%	72
2024 Q3	$1.9M	Buy	14,546 +477	+3%	+$56.4K	0.19%	97
2024 Q2	$1.48M	Buy	14,069 +3,086	+28%	+$314K	0.16%	110
2024 Q1	$1.1M	Buy	+10,983	New	+$1.01M	0.13%	150

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisor OS's KKR Position: Q2 2026 in Review

Advisor OS reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $82.8K and leaving 2,465 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #522.

Advisor OS first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.9M in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Advisor OS held 2,465 shares of KKR & Co worth $226K as of Q2 2026.
Advisor OS sold 854 KKR & Co shares in Q2 2026, an estimated $82.8K.
KKR & Co made up 0.02% of Advisor OS's portfolio in Q2 2026, its #522 holding.
Advisor OS first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
Advisor OS's KKR & Co position peaked at $1.9M in Q3 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.