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Baltimore-Washington Financial Advisors’s KKR & Co KKR Stock Holding History

Baltimore-Washington Financial Advisors’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
Q1 		– Sell
-58,882
Closed -$7.51M – 197
2025
Q4 		$7.51M Sell
58,882
-6,441
-10% -$801K 0.31% 68
2025
Q3 		$8.49M Buy
65,323
+8,603
+15% +$1.22M 0.36% 71
2025
Q2 		$7.55M Buy
56,720
+11,271
+25% +$1.32M 0.35% 72
2025
Q1 		$5.25M Buy
+45,449
New +$6.25M 0.28% 75

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baltimore-Washington Financial Advisors's KKR Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 58,882 shares — an estimated $7.51M sold.

Baltimore-Washington Financial Advisors first reported a position in KKR in Q1 2025 and held it in 4 quarters. The position peaked at $8.49M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 58,882 KKR & Co shares in Q1 2026, an estimated $7.51M.
  • Baltimore-Washington Financial Advisors first reported a position in KKR & Co in Q1 2025 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's KKR & Co position peaked at $8.49M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.