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Avestar Capital’s KKR & Co KKR Stock Holding History

Avestar Capital’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
-2,904
Closed -$370K – 536
2025
Q4 		$370K Buy
2,904
+56
+2% +$6.96K 0.02% 384
2025
Q3 		$370K Buy
2,848
+899
+46% +$128K 0.02% 384
2025
Q2 		$259K Sell
1,949
-25
-1% -$2.93K 0.02% 421
2025
Q1 		$228K Sell
1,974
-501
-20% -$68.9K 0.02% 430
2024
Q4 		$366K Buy
2,475
+339
+16% +$49.7K 0.03% 344
2024
Q3 		$279K Buy
+2,136
New +$253K 0.03% 363

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Avestar Capital's KKR Position: Q1 2026 in Review

Avestar Capital sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,904 shares — an estimated $370K sold.

Avestar Capital first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $370K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Avestar Capital reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Avestar Capital sold 2,904 KKR & Co shares in Q1 2026, an estimated $370K.
  • Avestar Capital first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Avestar Capital's KKR & Co position peaked at $370K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.