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Avion Wealth’s KKR & Co KKR Stock Holding History

Avion 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 		– Sell
-14
Closed -$1K – 1586
2026
Q1 		$1K Hold
14
– – ﹤0.01% 1069
2025
Q4 		$1K Hold
14
– – ﹤0.01% 1063
2025
Q3 		$1K Hold
14
– – ﹤0.01% 1035
2025
Q2 		$1K Hold
14
– – ﹤0.01% 995
2025
Q1 		$2K Hold
14
– – ﹤0.01% 734
2024
Q4 		$2K Hold
14
– – ﹤0.01% 731
2024
Q3 		$1K Hold
14
– – ﹤0.01% 830
2024
Q2 		$1K Hold
14
– – ﹤0.01% 754
2024
Q1 		$2K Hold
14
– – ﹤0.01% 703
2023
Q4 		$1K Hold
14
– – ﹤0.01% 845
2023
Q3 		$0 Hold
14
– – ﹤0.01% 1018
2023
Q2 		$0 Hold
14
– – ﹤0.01% 898
2023
Q1 		$0 Buy
+14
New +$751 ﹤0.01% 665

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

Avion Wealth's KKR Position: Q2 2026 in Review

Avion Wealth sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 14 shares — an estimated $1K sold.

Avion Wealth first reported a position in KKR in Q1 2023 and held it in 13 quarters. The position peaked at $2K in Q1 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Avion Wealth reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 14 KKR & Co shares in Q2 2026, an estimated $1K.
  • Avion Wealth first reported a position in KKR & Co in Q1 2023 and held it in 13 quarters.
  • Avion Wealth's KKR & Co position peaked at $2K in Q1 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.