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Avantra Family Wealth’s KKR & Co KKR Stock Holding History

Avantra Family Wealth’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
Q1 		– Sell
-1,699
Closed -$217K – 172
2025
Q4 		$217K Sell
1,699
-839
-33% -$104K 0.16% 152
2025
Q3 		$330K Buy
+2,538
New +$360K 0.25% 117

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avantra Family Wealth's KKR Position: Q1 2026 in Review

Avantra Family Wealth sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,699 shares — an estimated $217K sold.

Avantra Family Wealth first reported a position in KKR in Q3 2025 and held it in 2 quarters. The position peaked at $330K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Avantra Family Wealth reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,699 KKR & Co shares in Q1 2026, an estimated $217K.
  • Avantra Family Wealth first reported a position in KKR & Co in Q3 2025 and held it in 2 quarters.
  • Avantra Family Wealth's KKR & Co position peaked at $330K in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.