Aviance Capital Partners’s KKR & Co KKR Stock Holding History

Aviance Capital 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 Q1	$214K	Hold	2,316	–	–	0.03%	349
2025 Q4	$295K	Hold	2,316	–	–	0.03%	307
2025 Q3	$301K	Buy	2,316 +1	+0%	+$142	0.04%	296
2025 Q2	$308K	Buy	2,315 +178	+8%	+$20.8K	0.04%	286
2025 Q1	$247K	Hold	2,137	–	–	0.03%	293
2024 Q4	$316K	Hold	2,137	–	–	0.04%	254
2024 Q3	$279K	Hold	2,137	–	–	0.04%	278
2024 Q2	$225K	Hold	2,137	–	–	0.03%	295
2024 Q1	$215K	Sell	2,137 -620	-22%	-$57K	0.03%	292
2023 Q4	$228K	Buy	+2,757	New	+$187K	0.05%	227
2023 Q1	–	Sell	-4,712	Closed	-$219K	–	269
2022 Q4	$219K	Hold	4,712	–	–	0.05%	257
2022 Q3	$203K	Buy	4,712 +1	+0%	+$51	0.05%	245
2022 Q2	$218K	Hold	4,711	–	–	0.05%	248
2022 Q1	$275K	Hold	4,711	–	–	0.05%	226
2021 Q4	$351K	Hold	4,711	–	–	0.06%	211
2021 Q3	$287K	Buy	4,711 +87	+2%	+$5.46K	0.05%	222
2021 Q2	$274K	Hold	4,624	–	–	0.05%	226
2021 Q1	$226K	Buy	+4,624	New	+$207K	0.04%	250

Other funds holding KKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Aviance Capital Partners's KKR Position: Q1 2026 in Review

Aviance Capital Partners held its KKR & Co (KKR) position steady in Q1 2026 at 2,316 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #349.

Aviance Capital Partners first reported a position in KKR in Q1 2021 and has held it in 18 quarters since. The position peaked at $351K in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Aviance Capital Partners held 2,316 shares of KKR & Co worth $214K as of Q1 2026.
Aviance Capital Partners left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #349 holding.
Aviance Capital Partners first reported a position in KKR & Co in Q1 2021 and has held it in 18 quarters since.
Aviance Capital Partners's KKR & Co position peaked at $351K in Q4 2021.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.