BPA
KKR icon

Beacon Pointe Advisors’s KKR & Co KKR Stock Holding History

Beacon Pointe 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 		$2.07M Buy
22,408
+5,993
+37% +$632K 0.01% 719
2025
Q4 		$2.09M Buy
16,415
+3,803
+30% +$473K 0.01% 594
2025
Q3 		$1.64M Buy
12,612
+2,398
+23% +$340K 0.01% 594
2025
Q2 		$1.36M Buy
10,214
+30
+0.3% +$3.51K 0.01% 579
2025
Q1 		$1.18M Buy
10,184
+1,095
+12% +$151K 0.01% 596
2024
Q4 		$1.34M Buy
9,089
+34
+0.4% +$4.99K 0.01% 567
2024
Q3 		$1.18M Sell
9,055
-97
-1% -$11.5K 0.01% 590
2024
Q2 		$963K Buy
9,152
+166
+2% +$16.9K 0.01% 651
2024
Q1 		$904K Sell
8,986
-1,169
-12% -$108K 0.01% 725
2023
Q4 		$841K Sell
10,155
-1,395
-12% -$94.5K 0.01% 725
2023
Q3 		$711K Buy
11,550
+57
+0.5% +$3.46K 0.01% 740
2023
Q2 		$644K Sell
11,493
-365
-3% -$19.1K 0.01% 642
2023
Q1 		$623K Buy
11,858
+765
+7% +$41.1K 0.01% 686
2022
Q4 		$515K Buy
11,093
+45
+0.4% +$2.19K 0.01% 673
2022
Q3 		$475K Sell
11,048
-894
-7% -$45.2K 0.01% 652
2022
Q2 		$553K Sell
11,942
-3,007
-20% -$158K 0.01% 619
2022
Q1 		$874K Buy
14,949
+4,710
+46% +$296K 0.01% 660
2021
Q4 		$763K Buy
10,239
+216
+2% +$15.9K 0.02% 443
2021
Q3 		$610K Buy
10,023
+2,106
+27% +$132K 0.02% 501
2021
Q2 		$469K Buy
7,917
+121
+2% +$6.71K 0.02% 496
2021
Q1 		$382K Buy
7,796
+203
+3% +$9.08K 0.02% 337
2020
Q4 		$308K Buy
7,593
+48
+0.6% +$1.81K 0.02% 364
2020
Q3 		$259K Buy
7,545
+507
+7% +$17.7K 0.03% 321
2020
Q2 		$217K Buy
+7,038
New +$189K 0.02% 355

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beacon Pointe Advisors's KKR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its KKR & Co (KKR) stake by 37% in Q1 2026, buying an estimated $632K and bringing the position to 22,408 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #719.

Beacon Pointe Advisors first reported a position in KKR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.09M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Beacon Pointe Advisors held 22,408 shares of KKR & Co worth $2.07M as of Q1 2026.
  • Beacon Pointe Advisors bought 5,993 KKR & Co shares in Q1 2026, an estimated $632K.
  • KKR & Co made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #719 holding.
  • Beacon Pointe Advisors first reported a position in KKR & Co in Q2 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's KKR & Co position peaked at $2.09M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.