AWE
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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
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

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

Avidian Wealth Enterprises's KKR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its KKR & Co (KKR) stake by 9.1% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,454 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #670.

Avidian Wealth Enterprises first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Avidian Wealth Enterprises held 2,454 shares of KKR & Co worth $225K as of Q2 2026.
  • Avidian Wealth Enterprises bought 205 KKR & Co shares in Q2 2026, an estimated $19.9K.
  • KKR & Co made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #670 holding.
  • Avidian Wealth Enterprises first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's KKR & Co position peaked at $261K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.