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Ausdal Financial Partners’s KKR & Co KKR Stock Holding History

Ausdal Financial Partners’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 		$243K Buy
2,645
+112
+4% +$10.9K 0.01% 908
2026
Q1 		$234K Buy
2,533
+285
+13% +$30K 0.01% 877
2025
Q4 		$287K Buy
2,248
+64
+3% +$7.96K 0.01% 749
2025
Q3 		$284K Buy
2,184
+141
+7% +$20K 0.01% 750
2025
Q2 		$272K Sell
2,043
-20
-1% -$2.34K 0.02% 574
2025
Q1 		$238K Buy
+2,063
New +$284K 0.02% 562
2016
Q1 		– Sell
-6,325
Closed -$99K – 661
2015
Q4 		$99K Buy
+6,325
New +$108K 0.05% 312

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 $3.38T AUM 44.17% 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

Ausdal Financial Partners's KKR Position: Q2 2026 in Review

Ausdal Financial Partners increased its KKR & Co (KKR) stake by 4.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,645 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #908.

Ausdal Financial Partners first reported a position in KKR in Q4 2015 and has held it in 7 quarters since. The position peaked at $287K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Ausdal Financial Partners held 2,645 shares of KKR & Co worth $243K as of Q2 2026.
  • Ausdal Financial Partners bought 112 KKR & Co shares in Q2 2026, an estimated $10.9K.
  • KKR & Co made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #908 holding.
  • Ausdal Financial Partners first reported a position in KKR & Co in Q4 2015 and has held it in 7 quarters since.
  • Ausdal Financial Partners's KKR & Co position peaked at $287K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.