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 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	$99.8K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alta Advisers's KKR Position: Q2 2026 in Review

Alta Advisers held its KKR & Co (KKR) position steady in Q2 2026 at 2,763 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #185.

Alta Advisers first reported a position in KKR in Q3 2022 and has held it in 16 quarters since. The position peaked at $447K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Alta Advisers held 2,763 shares of KKR & Co worth $254K as of Q2 2026.
Alta Advisers left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.06% of Alta Advisers's portfolio in Q2 2026, its #185 holding.
Alta Advisers first reported a position in KKR & Co in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's KKR & Co position peaked at $447K in Q2 2025.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.