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Atria Investments’s KKR & Co KKR Stock Holding History

Atria Investments’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 		$2.74M Buy
29,834
+3,674
+14% +$356K 0.03% 615
2026
Q1 		$2.42M Sell
26,160
-4,597
-15% -$485K 0.03% 632
2025
Q4 		$3.92M Buy
30,757
+4,123
+15% +$513K 0.04% 459
2025
Q3 		$3.46M Sell
26,634
-2,168
-8% -$308K 0.04% 519
2025
Q2 		$3.83M Sell
28,802
-23,508
-45% -$2.75M 0.05% 474
2025
Q1 		$6.05M Buy
52,310
+1,857
+4% +$255K 0.08% 313
2024
Q4 		$7.46M Buy
50,453
+5,124
+11% +$752K 0.09% 248
2024
Q3 		$5.92M Buy
45,329
+4,235
+10% +$501K 0.07% 306
2024
Q2 		$4.32M Buy
41,094
+4,392
+12% +$447K 0.06% 382
2024
Q1 		$3.69M Buy
36,702
+7,050
+24% +$648K 0.05% 425
2023
Q4 		$2.46M Buy
29,652
+2,510
+9% +$170K 0.04% 524
2023
Q3 		$1.67M Buy
27,142
+1,321
+5% +$80.2K 0.03% 643
2023
Q2 		$1.45M Buy
+25,821
New +$1.35M 0.03% 677
2015
Q4 		– Sell
-14,118
Closed -$237K – 409
2015
Q3 		$237K Sell
14,118
-2,174
-13% -$46.2K 0.03% 303
2015
Q2 		$372K Buy
16,292
+252
+2% +$5.79K 0.04% 287
2015
Q1 		$366K Sell
16,040
-2,900
-15% -$68.5K 0.04% 287
2014
Q4 		$440K Buy
+18,940
New +$415K 0.05% 275

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

Atria Investments's KKR Position: Q2 2026 in Review

Atria Investments increased its KKR & Co (KKR) stake by 14% in Q2 2026, buying an estimated $356K and bringing the position to 29,834 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #615.

Atria Investments first reported a position in KKR in Q4 2014 and has held it in 17 quarters since. The position peaked at $7.46M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Atria Investments held 29,834 shares of KKR & Co worth $2.74M as of Q2 2026.
  • Atria Investments bought 3,674 KKR & Co shares in Q2 2026, an estimated $356K.
  • KKR & Co made up 0.03% of Atria Investments's portfolio in Q2 2026, its #615 holding.
  • Atria Investments first reported a position in KKR & Co in Q4 2014 and has held it in 17 quarters since.
  • Atria Investments's KKR & Co position peaked at $7.46M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.