AC
KKR icon

Apella Capital’s KKR & Co KKR Stock Holding History

Apella Capital’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
Q3 		$382K Buy
4,256
+310
+8% +$31.6K ﹤0.01% 568
2026
Q2 		$375K Buy
3,946
+7
+0.2% +$679 0.01% 536
2026
Q1 		$408K Sell
3,939
-7
-0.2% -$738 0.01% 493
2025
Q4 		$503K Sell
3,946
-25
-0.6% -$3.11K 0.01% 361
2025
Q3 		$467K Buy
3,971
+329
+9% +$46.7K 0.01% 332
2025
Q2 		$494K Buy
3,642
+314
+9% +$36.8K 0.01% 296
2025
Q1 		$368K Buy
3,328
+24
+0.7% +$3.3K 0.01% 281
2024
Q4 		$489K Sell
3,304
-17
-0.5% -$2.49K 0.02% 241
2024
Q3 		$439K Buy
3,321
+106
+3% +$12.5K 0.02% 227
2024
Q2 		$339K Buy
3,215
+19
+0.6% +$1.93K 0.02% 246
2024
Q1 		$320K Buy
3,196
+3
+0.1% +$276 0.02% 237
2023
Q4 		$255K Buy
+3,193
New +$216K 0.01% 256
2022
Q1 		– Sell
-3,000
Closed -$224K – 218
2021
Q4 		$224K Buy
+3,000
New +$221K 0.03% 186

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Apella Capital's KKR Position: Q3 2026 in Review

Apella Capital increased its KKR & Co (KKR) stake by 7.9% in Q3 2026, buying an estimated $31.6K and bringing the position to 4,256 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Apella Capital first reported a position in KKR in Q4 2021 and has held it in 13 quarters since. The position peaked at $503K in Q4 2025. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Apella Capital held 4,256 shares of KKR & Co worth $382K as of Q3 2026.
  • Apella Capital bought 310 KKR & Co shares in Q3 2026, an estimated $31.6K.
  • KKR & Co made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #568 holding.
  • Apella Capital first reported a position in KKR & Co in Q4 2021 and has held it in 13 quarters since.
  • Apella Capital's KKR & Co position peaked at $503K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.