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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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Apella Capital's KKR Position: Q2 2026 in Review

Apella Capital increased its KKR & Co (KKR) stake by 0.18% in Q2 2026, buying an estimated $679 and bringing the position to 3,946 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #536.

Apella Capital first reported a position in KKR in Q4 2021 and has held it in 12 quarters since. The position peaked at $503K in Q4 2025. 557 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Apella Capital held 3,946 shares of KKR & Co worth $375K as of Q2 2026.
  • Apella Capital bought 7 KKR & Co shares in Q2 2026, an estimated $679.
  • KKR & Co made up 0.01% of Apella Capital's portfolio in Q2 2026, its #536 holding.
  • Apella Capital first reported a position in KKR & Co in Q4 2021 and has held it in 12 quarters since.
  • Apella Capital's KKR & Co position peaked at $503K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.