Ancora Advisors’s KKR & Co KKR Stock Holding History

Ancora Advisors’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	$888K	Buy	9,600 +910	+10%	+$95.9K	0.02%	425
2025 Q4	$1.11M	Buy	8,690 +7,704	+781%	+$958K	0.02%	383
2025 Q3	$128K	Hold	986	–	–	﹤0.01%	813
2025 Q2	$131K	Buy	986 +480	+95%	+$56.2K	﹤0.01%	817
2025 Q1	$58.5K	Buy	506 +4	+0.8%	+$550	﹤0.01%	979
2024 Q4	$74.3K	Hold	502	–	–	﹤0.01%	920
2024 Q3	$65.6K	Buy	502 +2	+0.4%	+$237	﹤0.01%	926
2024 Q2	$52.6K	Hold	500	–	–	﹤0.01%	932
2024 Q1	$50.3K	Hold	500	–	–	﹤0.01%	960
2023 Q4	$41.4K	Hold	500	–	–	﹤0.01%	986
2023 Q3	$30.8K	Hold	500	–	–	﹤0.01%	1046
2023 Q2	$28K	Hold	500	–	–	﹤0.01%	1049
2023 Q1	$26.3K	Hold	500	–	–	﹤0.01%	1064
2022 Q4	$23K	Hold	500	–	–	﹤0.01%	1144
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	1318
2022 Q2	$23K	Hold	500	–	–	﹤0.01%	1398
2022 Q1	$29K	Hold	500	–	–	﹤0.01%	1448
2021 Q4	$37K	Sell	500 -300	-38%	-$22.1K	﹤0.01%	1380
2021 Q3	$49K	Hold	800	–	–	﹤0.01%	1196
2021 Q2	$47K	Hold	800	–	–	﹤0.01%	1131
2021 Q1	$39K	Hold	800	–	–	﹤0.01%	1138
2020 Q4	$32K	Hold	800	–	–	﹤0.01%	977
2020 Q3	$27K	Hold	800	–	–	﹤0.01%	964
2020 Q2	$25K	Hold	800	–	–	﹤0.01%	957
2020 Q1	$19K	Hold	800	–	–	﹤0.01%	1065
2019 Q4	$23K	Buy	+800	New	+$22.8K	﹤0.01%	1043
2018 Q4	–	Sell	-800	Closed	-$22K	–	939
2018 Q3	$22K	Buy	+800	New	+$21.4K	﹤0.01%	1052
2017 Q1	–	Sell	-800	Closed	-$12K	–	869
2016 Q4	$12K	Buy	+800	New	+$12.1K	﹤0.01%	1022

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

Ancora Advisors's KKR Position: Q1 2026 in Review

Ancora Advisors increased its KKR & Co (KKR) stake by 10% in Q1 2026, buying an estimated $95.9K and bringing the position to 9,600 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #425.

Ancora Advisors first reported a position in KKR in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.11M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Ancora Advisors held 9,600 shares of KKR & Co worth $888K as of Q1 2026.
Ancora Advisors bought 910 KKR & Co shares in Q1 2026, an estimated $95.9K.
KKR & Co made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #425 holding.
Ancora Advisors first reported a position in KKR & Co in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's KKR & Co position peaked at $1.11M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.