Avantax Advisory Services’s KKR & Co KKR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.06M	Sell	23,000 -1,779	-7%	-$208K	0.02%	611
2025 Q1	$2.86M	Buy	24,779 +1,153	+5%	+$159K	0.02%	597
2024 Q4	$3.49M	Buy	23,626 +4,447	+23%	+$652K	0.02%	503
2024 Q3	$2.5M	Buy	19,179 +6,638	+53%	+$785K	0.02%	598
2024 Q2	$1.32M	Buy	12,541 +9,019	+256%	+$918K	0.01%	839
2024 Q1	$354K	Sell	3,522 -45	-1%	-$4.14K	﹤0.01%	1214
2023 Q4	$296K	Buy	3,567 +196	+6%	+$13.3K	﹤0.01%	1240
2023 Q3	$208K	Buy	+3,371	New	+$205K	﹤0.01%	1410
2020 Q4	–	Sell	-13,261	Closed	-$456K	–	1159
2020 Q3	$456K	Buy	+13,261	New	+$464K	0.01%	833

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Advisory Services's KKR Position: Q2 2025 in Review

Avantax Advisory Services reduced its KKR & Co (KKR) stake by 7.2% in Q2 2025, selling an estimated $208K and leaving 23,000 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #611.

Avantax Advisory Services first reported a position in KKR in Q3 2020 and has held it in 9 quarters since. The position peaked at $3.49M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

Avantax Advisory Services held 23,000 shares of KKR & Co worth $3.06M as of Q2 2025.
Avantax Advisory Services sold 1,779 KKR & Co shares in Q2 2025, an estimated $208K.
KKR & Co made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #611 holding.
Avantax Advisory Services first reported a position in KKR & Co in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's KKR & Co position peaked at $3.49M in Q4 2024.
1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.