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Advocate Investing Services’s KKR & Co KKR Stock Holding History

Advocate Investing Services’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 		$128K Hold
1,400
– – 0.1% 122
2026
Q1 		$130K Hold
1,400
– – 0.11% 111
2025
Q4 		$178K Buy
+1,400
New +$174K 0.16% 93

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

Advocate Investing Services's KKR Position: Q2 2026 in Review

Advocate Investing Services held its KKR & Co (KKR) position steady in Q2 2026 at 1,400 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #122.

Advocate Investing Services first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Advocate Investing Services held 1,400 shares of KKR & Co worth $128K as of Q2 2026.
  • Advocate Investing Services left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.1% of Advocate Investing Services's portfolio in Q2 2026, its #122 holding.
  • Advocate Investing Services first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's KKR & Co position peaked at $178K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.