Baker Avenue Asset Management’s KKR & Co KKR Stock Holding History

Baker Avenue Asset 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	$482K	Buy	5,256 +172	+3%	+$16.7K	0.01%	511
2026 Q1	$470K	Buy	+5,084	New	+$536K	0.01%	451
2023 Q4	–	Sell	-2,049	Closed	-$126K	–	959
2023 Q3	$126K	Hold	2,049	–	–	0.01%	395
2023 Q2	$115K	Sell	2,049 -33	-2%	-$1.73K	0.01%	412
2023 Q1	$109K	Buy	2,082 +28	+1%	+$1.5K	0.01%	423
2022 Q4	$95.3K	Buy	+2,054	New	+$100K	0.01%	410

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baker Avenue Asset Management's KKR Position: Q2 2026 in Review

Baker Avenue Asset Management increased its KKR & Co (KKR) stake by 3.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 5,256 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #511.

Baker Avenue Asset Management first reported a position in KKR in Q4 2022 and has held it in 6 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Baker Avenue Asset Management held 5,256 shares of KKR & Co worth $482K as of Q2 2026.
Baker Avenue Asset Management bought 172 KKR & Co shares in Q2 2026, an estimated $16.7K.
KKR & Co made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #511 holding.
Baker Avenue Asset Management first reported a position in KKR & Co in Q4 2022 and has held it in 6 quarters since.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.