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Annis Gardner Whiting Capital Advisors’s KKR & Co KKR Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-631
Closed -$58.4K – 835
2026
Q1 		$58.4K Buy
631
+223
+55% +$23.5K 0.01% 549
2025
Q4 		$52K Buy
408
+280
+219% +$34.8K 0.01% 523
2025
Q3 		$16.6K Sell
128
-267
-68% -$37.9K ﹤0.01% 636
2025
Q2 		$52.5K Buy
395
+377
+2,094% +$44.1K 0.02% 409
2025
Q1 		$2.08K Sell
18
-43
-70% -$5.92K ﹤0.01% 684
2024
Q4 		$9.02K Sell
61
-3
-5% -$440 ﹤0.01% 542
2024
Q3 		$8.36K Buy
64
+23
+56% +$2.72K ﹤0.01% 569
2024
Q2 		$4.32K Buy
+41
New +$4.17K ﹤0.01% 788
2024
Q1 		– Sell
-10,805
Closed -$895K – 956
2023
Q4 		$895K Buy
10,805
+1,195
+12% +$80.9K 0.4% 42
2023
Q3 		$592K Buy
+9,610
New +$584K 0.32% 57

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Annis Gardner Whiting Capital Advisors's KKR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 631 shares — an estimated $58.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in KKR in Q3 2023 and held it in 10 quarters. The position peaked at $895K in Q4 2023. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 631 KKR & Co shares in Q2 2026, an estimated $58.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in KKR & Co in Q3 2023 and held it in 10 quarters.
  • Annis Gardner Whiting Capital Advisors's KKR & Co position peaked at $895K in Q4 2023.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.