Avantax Planning Partners’s KKR & Co KKR Stock Holding History

Avantax Planning 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	$248K	Hold	2,700	–	–	0.01%	401
2026 Q1	$250K	Buy	2,700 +700	+35%	+$73.8K	0.01%	382
2025 Q4	$255K	Sell	2,000 -9	-0.4%	-$1.12K	0.01%	375
2025 Q3	$261K	Buy	2,009 +9	+0.5%	+$1.28K	0.01%	378
2025 Q2	$266K	Sell	2,000 -79	-4%	-$9.25K	0.01%	375
2025 Q1	$240K	Buy	2,079 +54	+3%	+$7.43K	0.01%	377
2024 Q4	$300K	Hold	2,025	–	–	0.01%	334
2024 Q3	$264K	Sell	2,025 -193	-9%	-$22.8K	0.01%	358
2024 Q2	$233K	Sell	2,218 -1,166	-34%	-$119K	0.01%	408
2024 Q1	$340K	Buy	+3,384	New	+$311K	0.01%	341
2018 Q4	–	Sell	-934	Closed	-$25K	–	777
2018 Q3	$25K	Buy	+934	New	+$25K	﹤0.01%	648

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's KKR Position: Q2 2026 in Review

Avantax Planning Partners held its KKR & Co (KKR) position steady in Q2 2026 at 2,700 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #401.

Avantax Planning Partners first reported a position in KKR in Q3 2018 and has held it in 11 quarters since. The position peaked at $340K in Q1 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Avantax Planning Partners held 2,700 shares of KKR & Co worth $248K as of Q2 2026.
Avantax Planning Partners left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #401 holding.
Avantax Planning Partners first reported a position in KKR & Co in Q3 2018 and has held it in 11 quarters since.
Avantax Planning Partners's KKR & Co position peaked at $340K in Q1 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.