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Basecamp Wealth Advisors’s KKR & Co KKR Stock Holding History

Basecamp Wealth 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
Q2 		$27.4K Buy
299
+53
+22% +$5.14K 0.01% 711
2026
Q1 		$22.7K Buy
246
+140
+132% +$14.8K ﹤0.01% 784
2025
Q4 		$13.5K Buy
+106
New +$13.2K ﹤0.01% 888

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

Basecamp Wealth Advisors's KKR Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its KKR & Co (KKR) stake by 22% in Q2 2026, buying an estimated $5.14K and bringing the position to 299 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #711.

Basecamp Wealth Advisors first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Basecamp Wealth Advisors held 299 shares of KKR & Co worth $27.4K as of Q2 2026.
  • Basecamp Wealth Advisors bought 53 KKR & Co shares in Q2 2026, an estimated $5.14K.
  • KKR & Co made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #711 holding.
  • Basecamp Wealth Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.