Ameritas Advisory Services’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$243K Buy
+2,645
New +$257K ﹤0.01% 1028
2026
Q1
Sell
-4,262
Closed -$543K 1115
2025
Q4
$543K Buy
4,262
+2,693
+172% +$335K 0.02% 534
2025
Q3
$204K Sell
1,569
-86
-5% -$12.2K 0.01% 611
2025
Q2
$220K Sell
1,655
-2,694
-62% -$315K 0.01% 707
2025
Q1
$547K Buy
4,349
+289
+7% +$39.8K 0.02% 549
2024
Q4
$600K Buy
4,060
+2,168
+115% +$318K 0.02% 540
2024
Q3
$247K Sell
1,892
-2,049
-52% -$242K 0.01% 742
2024
Q2
$415K Buy
3,941
+260
+7% +$26.5K 0.02% 636
2024
Q1
$366K Sell
3,681
-4,438
-55% -$408K 0.02% 644
2023
Q4
$787K Buy
8,119
+1,400
+21% +$94.8K 0.04% 338
2023
Q3
$398K Buy
6,719
+2,275
+51% +$138K 0.02% 557
2023
Q2
$244K Sell
4,444
-17,454
-80% -$914K 0.03% 470
2023
Q1
$1.15M Sell
21,898
-1,557
-7% -$83.6K 0.06% 293
2022
Q4
$1.09M Buy
23,455
+3,305
+16% +$161K 0.05% 330
2022
Q3
$866K Buy
20,150
+975
+5% +$49.3K 0.05% 310
2022
Q2
$888K Buy
19,175
+8,900
+87% +$467K 0.05% 310
2022
Q1
$601K Buy
10,275
+3,320
+48% +$209K 0.02% 454
2021
Q4
$518K Buy
+6,955
New +$513K 0.02% 495

Other funds holding KKR

Ameritas Advisory Services's KKR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in KKR & Co (KKR) in Q2 2026: 2,645 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in KKR as recently as Q4 2025.

Ameritas Advisory Services first reported a position in KKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2023. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Ameritas Advisory Services held 2,645 shares of KKR & Co worth $243K as of Q2 2026.
  • KKR & Co was a new Ameritas Advisory Services position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1028 holding.
  • Ameritas Advisory Services first reported a position in KKR & Co in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's KKR & Co position peaked at $1.15M in Q1 2023.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.