American Capital Advisory’s KKR & Co KKR Stock Holding History

American Capital Advisory’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	$40.5K	Buy	441 +10	+2%	+$970	0.01%	232
2026 Q1	$39.9K	Sell	431 -164	-28%	-$17.3K	0.02%	228
2025 Q4	$75.9K	Buy	595 +9	+2%	+$1.12K	0.03%	166
2025 Q3	$76.2K	Hold	586	–	–	0.04%	158
2025 Q2	$78K	Sell	586 -7	-1%	-$819	0.04%	142
2025 Q1	$68.6K	Sell	593 -32	-5%	-$4.4K	0.04%	147
2024 Q4	$92.4K	Sell	625 -2,000	-76%	-$293K	0.05%	130
2024 Q3	$343K	Hold	2,625	–	–	0.2%	77
2024 Q2	$217K	Sell	2,625 -1,000	-28%	-$102K	0.16%	82
2024 Q1	$190K	Buy	3,625 +1,000	+38%	+$92K	0.17%	86
2023 Q4	$217K	Buy	+2,625	New	+$178K	0.16%	82

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

American Capital Advisory's KKR Position: Q2 2026 in Review

American Capital Advisory increased its KKR & Co (KKR) stake by 2.3% in Q2 2026, buying an estimated $970 and bringing the position to 441 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #232.

American Capital Advisory first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $343K in Q3 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

American Capital Advisory held 441 shares of KKR & Co worth $40.5K as of Q2 2026.
American Capital Advisory bought 10 KKR & Co shares in Q2 2026, an estimated $970.
KKR & Co made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #232 holding.
American Capital Advisory first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's KKR & Co position peaked at $343K in Q3 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.