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Arkadios Wealth Advisors’s KKR & Co KKR Stock Holding History

Arkadios Wealth 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 		$1.94M Buy
21,143
+160
+0.8% +$15.5K 0.03% 547
2026
Q1 		$1.94M Buy
20,983
+1,596
+8% +$168K 0.03% 516
2025
Q4 		$2.47M Sell
19,387
-214
-1% -$26.6K 0.05% 389
2025
Q3 		$2.55M Buy
19,601
+1,271
+7% +$180K 0.06% 335
2025
Q2 		$2.44M Buy
18,330
+541
+3% +$63.3K 0.07% 293
2025
Q1 		$2.06M Buy
17,789
+678
+4% +$93.3K 0.08% 277
2024
Q4 		$2.53M Buy
17,111
+648
+4% +$95.1K 0.14% 143
2024
Q3 		$2.15M Buy
16,463
+12,512
+317% +$1.48M 0.12% 174
2024
Q2 		$416K Sell
3,951
-59
-1% -$6.01K 0.03% 523
2024
Q1 		$403K Sell
4,010
-655
-14% -$60.2K 0.03% 445
2023
Q4 		$387K Buy
4,665
+267
+6% +$18.1K 0.03% 445
2023
Q3 		$271K Sell
4,398
-102
-2% -$6.19K 0.03% 526
2023
Q2 		$252K Sell
4,500
-33
-0.7% -$1.73K 0.03% 493
2023
Q1 		$238K Sell
4,533
-246
-5% -$13.2K 0.03% 507
2022
Q4 		$222K Buy
4,779
+3
+0.1% +$146 0.03% 497
2022
Q3 		$205K Sell
4,776
-4
-0.1% -$202 0.03% 485
2022
Q2 		$221K Sell
4,780
-103
-2% -$5.4K 0.03% 479
2022
Q1 		$286K Buy
4,883
+989
+25% +$62.3K 0.04% 440
2021
Q4 		$290K Buy
3,894
+936
+32% +$69.1K 0.04% 461
2021
Q3 		$180K Hold
2,958
– – 0.03% 534
2021
Q2 		$175K Buy
2,958
+2,376
+408% +$132K 0.02% 567
2021
Q1 		$28K Hold
582
– – ﹤0.01% 871
2020
Q4 		$23K Hold
582
– – ﹤0.01% 719
2020
Q3 		$21.5K Hold
582
– – 0.01% 589
2020
Q2 		$20.1K Hold
582
– – 0.01% 543
2020
Q1 		$13.7K Hold
582
– – 0.01% 563
2019
Q4 		$19.5K Buy
+582
New +$16.6K 0.01% 462

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

Arkadios Wealth Advisors's KKR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its KKR & Co (KKR) stake by 0.76% in Q2 2026, buying an estimated $15.5K and bringing the position to 21,143 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #547.

Arkadios Wealth Advisors first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.55M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Arkadios Wealth Advisors held 21,143 shares of KKR & Co worth $1.94M as of Q2 2026.
  • Arkadios Wealth Advisors bought 160 KKR & Co shares in Q2 2026, an estimated $15.5K.
  • KKR & Co made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • Arkadios Wealth Advisors first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's KKR & Co position peaked at $2.55M in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.