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Aventura Private Wealth’s KKR & Co KKR Stock Holding History

Aventura Private 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
Q2 		$19.2K Buy
209
+142
+212% +$13.8K 0.01% 487
2026
Q1 		$6.2K Hold
67
– – ﹤0.01% 624
2025
Q4 		$8.54K Buy
67
+10
+18% +$1.24K ﹤0.01% 531
2025
Q3 		$7.41K Buy
57
+40
+235% +$5.68K ﹤0.01% 534
2025
Q2 		$2.26K Sell
17
-483
-97% -$56.5K ﹤0.01% 611
2025
Q1 		$57.8K Buy
+500
New +$68.8K 0.03% 251

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

Aventura Private Wealth's KKR Position: Q2 2026 in Review

Aventura Private Wealth increased its KKR & Co (KKR) stake by 212% in Q2 2026, buying an estimated $13.8K and bringing the position to 209 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #487.

Aventura Private Wealth first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.8K in Q1 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Aventura Private Wealth held 209 shares of KKR & Co worth $19.2K as of Q2 2026.
  • Aventura Private Wealth bought 142 KKR & Co shares in Q2 2026, an estimated $13.8K.
  • KKR & Co made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #487 holding.
  • Aventura Private Wealth first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Aventura Private Wealth's KKR & Co position peaked at $57.8K in Q1 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.