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Allen Mooney & Barnes Investment Advisors’s KKR & Co KKR Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		– Sell
-2,630
Closed -$243K – 162
2026
Q1 		$243K Hold
2,630
– – 0.04% 144
2025
Q4 		$335K Hold
2,630
– – 0.05% 126
2025
Q3 		$342K Hold
2,630
– – 0.05% 122
2025
Q2 		$350K Hold
2,630
– – 0.06% 121
2025
Q1 		$304K Hold
2,630
– – 0.05% 125
2024
Q4 		$389K Hold
2,630
– – 0.07% 112
2024
Q3 		$343K Hold
2,630
– – 0.06% 118
2024
Q2 		$277K Hold
2,630
– – 0.05% 135
2024
Q1 		$264K Hold
2,630
– – 0.05% 140
2023
Q4 		$218K Buy
+2,630
New +$178K 0.04% 147

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's KKR Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,630 shares — an estimated $243K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in KKR in Q4 2023 and held it in 10 quarters. The position peaked at $389K in Q4 2024. 556 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,630 KKR & Co shares in Q2 2026, an estimated $243K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in KKR & Co in Q4 2023 and held it in 10 quarters.
  • Allen Mooney & Barnes Investment Advisors's KKR & Co position peaked at $389K in Q4 2024.
  • 556 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.