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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
Q2 		$1.57M Sell
17,140
-5,268
-24% -$511K 0.01% 850
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 $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

Beacon Pointe Advisors's KKR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its KKR & Co (KKR) stake by 24% in Q2 2026, selling an estimated $511K and leaving 17,140 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #850.

Beacon Pointe Advisors first reported a position in KKR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.09M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Beacon Pointe Advisors held 17,140 shares of KKR & Co worth $1.57M as of Q2 2026.
  • Beacon Pointe Advisors sold 5,268 KKR & Co shares in Q2 2026, an estimated $511K.
  • KKR & Co made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #850 holding.
  • Beacon Pointe Advisors first reported a position in KKR & Co in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's KKR & Co position peaked at $2.09M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.