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Avior Wealth Management’s KKR & Co KKR Stock Holding History

Avior Wealth Management’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 		$1.37M Buy
14,936
+578
+4% +$56.1K 0.04% 306
2026
Q1 		$1.33M Buy
14,358
+4,271
+42% +$450K 0.04% 302
2025
Q4 		$1.29M Buy
+10,087
New +$1.25M 0.04% 263
2025
Q2 		– Sell
-9,073
Closed -$1.05M – 739
2025
Q1 		$1.05M Buy
9,073
+954
+12% +$131K 0.04% 254
2024
Q4 		$1.2M Buy
8,119
+506
+7% +$74.2K 0.04% 249
2024
Q3 		$994K Buy
7,613
+3,514
+86% +$416K 0.04% 286
2024
Q2 		$431K Sell
4,099
-409
-9% -$41.6K 0.02% 470
2024
Q1 		$453K Buy
+4,508
New +$415K 0.02% 479
2021
Q1 		– Sell
-32
Closed -$1K – 1082
2020
Q4 		$1K Hold
32
– – ﹤0.01% 924
2020
Q3 		$1K Hold
32
– – ﹤0.01% 877
2020
Q2 		$0 Buy
+32
New +$860 ﹤0.01% 953

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

Avior Wealth Management's KKR Position: Q2 2026 in Review

Avior Wealth Management increased its KKR & Co (KKR) stake by 4% in Q2 2026, buying an estimated $56.1K and bringing the position to 14,936 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #306.

Avior Wealth Management first reported a position in KKR in Q2 2020 and has held it in 11 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Avior Wealth Management held 14,936 shares of KKR & Co worth $1.37M as of Q2 2026.
  • Avior Wealth Management bought 578 KKR & Co shares in Q2 2026, an estimated $56.1K.
  • KKR & Co made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Avior Wealth Management first reported a position in KKR & Co in Q2 2020 and has held it in 11 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.