ACM
KKR icon

Advisors Capital Management’s KKR & Co KKR Stock Holding History

Advisors Capital Management’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 		$310K Buy
3,382
+333
+11% +$32.3K ﹤0.01% 520
2026
Q1 		$282K Sell
3,049
-660
-18% -$69.6K ﹤0.01% 492
2025
Q4 		$473K Buy
3,709
+203
+6% +$25.3K 0.01% 413
2025
Q3 		$456K Buy
3,506
+724
+26% +$103K 0.01% 406
2025
Q2 		$370K Sell
2,782
-14
-0.5% -$1.64K 0.01% 415
2025
Q1 		$323K Buy
2,796
+395
+16% +$54.3K 0.01% 424
2024
Q4 		$355K Sell
2,401
-234
-9% -$34.3K 0.01% 421
2024
Q3 		$344K Buy
+2,635
New +$312K 0.01% 412

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

Advisors Capital Management's KKR Position: Q2 2026 in Review

Advisors Capital Management increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $32.3K and bringing the position to 3,382 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Advisors Capital Management first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $473K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Advisors Capital Management held 3,382 shares of KKR & Co worth $310K as of Q2 2026.
  • Advisors Capital Management bought 333 KKR & Co shares in Q2 2026, an estimated $32.3K.
  • KKR & Co made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #520 holding.
  • Advisors Capital Management first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
  • Advisors Capital Management's KKR & Co position peaked at $473K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.