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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alta Advisers's KKR Position: Q1 2026 in Review

Alta Advisers held its KKR & Co (KKR) position steady in Q1 2026 at 2,763 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #165.

Alta Advisers first reported a position in KKR in Q3 2022 and has held it in 15 quarters since. The position peaked at $447K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Alta Advisers held 2,763 shares of KKR & Co worth $256K as of Q1 2026.
Alta Advisers left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.09% of Alta Advisers's portfolio in Q1 2026, its #165 holding.
Alta Advisers first reported a position in KKR & Co in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's KKR & Co position peaked at $447K in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.