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Advisornet Financial’s KKR & Co KKR Stock Holding History

Advisornet Financial’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 		$37.4K Sell
407
-353
-46% -$34.2K ﹤0.01% 1213
2026
Q1 		$70.3K Sell
760
-1,310
-63% -$138K ﹤0.01% 940
2025
Q4 		$264K Buy
2,070
+338
+20% +$42K 0.01% 530
2025
Q3 		$225K Buy
1,732
+487
+39% +$69.1K 0.01% 562
2025
Q2 		$166K Sell
1,245
-1,349
-52% -$158K 0.01% 617
2025
Q1 		$300K Buy
2,594
+414
+19% +$57K 0.02% 451
2024
Q4 		$322K Buy
2,180
+1,759
+418% +$258K 0.03% 398
2024
Q3 		$55K Buy
421
+54
+15% +$6.39K ﹤0.01% 877
2024
Q2 		$38.6K Sell
367
-52
-12% -$5.29K ﹤0.01% 901
2024
Q1 		$42.1K Buy
419
+95
+29% +$8.74K ﹤0.01% 859
2023
Q4 		$26.8K Hold
324
– – ﹤0.01% 998
2023
Q3 		$20K Buy
324
+179
+123% +$10.9K ﹤0.01% 1030
2023
Q2 		$8.12K Sell
145
-57
-28% -$2.99K ﹤0.01% 1380
2023
Q1 		$10.6K Buy
202
+12
+6% +$644 ﹤0.01% 1285
2022
Q4 		$8.82K Buy
190
+59
+45% +$2.88K ﹤0.01% 1331
2022
Q3 		$6K Buy
131
+22
+20% +$1.11K ﹤0.01% 1475
2022
Q2 		$5K Buy
109
+24
+28% +$1.26K ﹤0.01% 1507
2022
Q1 		$5K Buy
85
+75
+750% +$4.72K ﹤0.01% 1617
2021
Q4 		$1K Buy
+10
New +$738 ﹤0.01% 1939
2019
Q4 		– Sell
-1,459
Closed -$39K – 1923
2019
Q3 		$39K Hold
1,459
– – ﹤0.01% 990
2019
Q2 		$37K Hold
1,459
– – ﹤0.01% 897
2019
Q1 		$34K Buy
+1,459
New +$33.2K ﹤0.01% 842

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

Advisornet Financial's KKR Position: Q2 2026 in Review

Advisornet Financial reduced its KKR & Co (KKR) stake by 46% in Q2 2026, selling an estimated $34.2K and leaving 407 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Advisornet Financial first reported a position in KKR in Q1 2019 and has held it in 22 quarters since. The position peaked at $322K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Advisornet Financial held 407 shares of KKR & Co worth $37.4K as of Q2 2026.
  • Advisornet Financial sold 353 KKR & Co shares in Q2 2026, an estimated $34.2K.
  • KKR & Co made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1213 holding.
  • Advisornet Financial first reported a position in KKR & Co in Q1 2019 and has held it in 22 quarters since.
  • Advisornet Financial's KKR & Co position peaked at $322K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.