Alta Advisers’s KKR & Co KKR Stock Holding History

Alta Advisers’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 Q3	$450K	Buy	4,931 +2,168	+78%	+$221K	0.07%	182
2026 Q2	$254K	Hold	2,763	–	–	0.06%	185
2026 Q1	$256K	Hold	2,763	–	–	0.09%	165
2025 Q4	$352K	Sell	2,763 -600	-18%	-$74.6K	0.13%	112
2025 Q3	$437K	Hold	3,363	–	–	0.13%	120
2025 Q2	$447K	Hold	3,363	–	–	0.16%	117
2025 Q1	$389K	Buy	3,363 +1,100	+49%	+$151K	0.17%	122
2024 Q4	$335K	Buy	2,263 +363	+19%	+$53.3K	0.21%	93
2024 Q3	$248K	Hold	1,900	–	–	0.11%	116
2024 Q2	$200K	Hold	1,900	–	–	0.1%	126
2024 Q1	$191K	Hold	1,900	–	–	0.09%	140
2023 Q4	$157K	Hold	1,900	–	–	0.08%	154
2023 Q3	$117K	Hold	1,900	–	–	0.07%	196
2023 Q2	$106K	Hold	1,900	–	–	0.06%	228
2023 Q1	$100K	Hold	1,900	–	–	0.06%	238
2022 Q4	$88K	Hold	1,900	–	–	0.05%	254
2022 Q3	$82K	Buy	+1,900	New	+$96K	0.05%	251

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Alta Advisers's KKR Position: Q3 2026 in Review

Alta Advisers increased its KKR & Co (KKR) stake by 78% in Q3 2026, buying an estimated $221K and bringing the position to 4,931 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #182.

Alta Advisers first reported a position in KKR in Q3 2022 and has held it in 17 quarters since. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Alta Advisers held 4,931 shares of KKR & Co worth $450K as of Q3 2026.
Alta Advisers bought 2,168 KKR & Co shares in Q3 2026, an estimated $221K.
KKR & Co made up 0.07% of Alta Advisers's portfolio in Q3 2026, its #182 holding.
Alta Advisers first reported a position in KKR & Co in Q3 2022 and has held it in 17 quarters since.
643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.