Avidian Wealth Enterprises’s KKR & Co KKR Stock Holding History

Avidian Wealth Enterprises’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 Q3	$243K	Buy	2,665 +211	+9%	+$21.5K	0.01%	668
2026 Q2	$225K	Buy	2,454 +205	+9%	+$19.9K	0.01%	670
2026 Q1	$208K	Buy	2,249 +198	+10%	+$20.9K	0.01%	639
2025 Q4	$261K	Buy	2,051 +329	+19%	+$40.9K	0.01%	501
2025 Q3	$224K	Buy	1,722 +138	+9%	+$19.6K	0.01%	536
2025 Q2	$211K	Buy	+1,584	New	+$185K	0.01%	521

Other funds holding KKR

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Avidian Wealth Enterprises's KKR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its KKR & Co (KKR) stake by 8.6% in Q3 2026, buying an estimated $21.5K and bringing the position to 2,665 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #668.

Avidian Wealth Enterprises first reported a position in KKR in Q2 2025 and has held it in 6 quarters since. The position peaked at $261K in Q4 2025. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Avidian Wealth Enterprises held 2,665 shares of KKR & Co worth $243K as of Q3 2026.
Avidian Wealth Enterprises bought 211 KKR & Co shares in Q3 2026, an estimated $21.5K.
KKR & Co made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #668 holding.
Avidian Wealth Enterprises first reported a position in KKR & Co in Q2 2025 and has held it in 6 quarters since.
Avidian Wealth Enterprises's KKR & Co position peaked at $261K in Q4 2025.
54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.