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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return