Beaumont Financial Advisors’s KKR & Co KKR Stock Holding History

Beaumont 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 Q2	$869K	Buy	9,465 +92	+1%	+$8.92K	0.06%	186
2026 Q1	$867K	Buy	9,373 +8	+0.1%	+$843	0.06%	178
2025 Q4	$1.19M	Sell	9,365 -18	-0.2%	-$2.24K	0.08%	150
2025 Q3	$1.22M	Hold	9,383	–	–	0.08%	147
2025 Q2	$1.25M	Buy	9,383 +69	+0.7%	+$8.08K	0.09%	127
2025 Q1	$1.08M	Buy	9,314 +60	+0.6%	+$8.26K	0.08%	138
2024 Q4	$1.37M	Sell	9,254 -3	-0%	-$440	0.1%	125
2024 Q3	$1.21M	Sell	9,257 -973	-10%	-$115K	0.09%	127
2024 Q2	$1.08M	Buy	10,230 +10	+0.1%	+$1.02K	0.09%	138
2024 Q1	$1.03M	Hold	10,220	–	–	0.08%	144
2023 Q4	$847K	Hold	10,220	–	–	0.08%	146
2023 Q3	$630K	Hold	10,220	–	–	0.06%	160
2023 Q2	$572K	Hold	10,220	–	–	0.05%	175
2023 Q1	$537K	Hold	10,220	–	–	0.05%	165
2022 Q4	$474K	Sell	10,220 -200	-2%	-$9.75K	0.05%	178
2022 Q3	$448K	Hold	10,420	–	–	0.04%	179
2022 Q2	$482K	Hold	10,420	–	–	0.04%	180
2022 Q1	$609K	Hold	10,420	–	–	0.05%	187
2021 Q4	$776K	Hold	10,420	–	–	0.06%	166
2021 Q3	$634K	Hold	10,420	–	–	0.05%	186
2021 Q2	$617K	Buy	10,420 +20	+0.2%	+$1.11K	0.05%	183
2021 Q1	$508K	Hold	10,400	–	–	0.04%	191
2020 Q4	$421K	Hold	10,400	–	–	0.04%	218
2020 Q3	$357K	Buy	10,400 +400	+4%	+$14K	0.03%	231
2020 Q2	$309K	Hold	10,000	–	–	0.03%	230
2020 Q1	$235K	Hold	10,000	–	–	0.03%	212
2019 Q4	$292K	Hold	10,000	–	–	0.03%	226
2019 Q3	$269K	Hold	10,000	–	–	0.03%	228
2019 Q2	$253K	Hold	10,000	–	–	0.03%	212
2019 Q1	$235K	Hold	10,000	–	–	0.03%	210
2018 Q4	$196K	Hold	10,000	–	–	0.03%	187
2018 Q3	$273K	Hold	10,000	–	–	0.03%	192
2018 Q2	$249K	Hold	10,000	–	–	0.03%	174
2018 Q1	$203K	Hold	10,000	–	–	0.02%	193
2017 Q4	$211K	Hold	10,000	–	–	0.02%	177
2017 Q3	$203K	Hold	10,000	–	–	0.03%	177
2017 Q2	$186K	Hold	10,000	–	–	0.02%	171
2017 Q1	$182K	Hold	10,000	–	–	0.02%	178
2016 Q4	$154K	Hold	10,000	–	–	0.02%	149
2016 Q3	$143K	Hold	10,000	–	–	0.02%	141
2016 Q2	$123K	Hold	10,000	–	–	0.02%	137
2016 Q1	$228K	Hold	10,000	–	–	0.04%	121
2015 Q4	$156K	Hold	10,000	–	–	0.03%	119
2015 Q3	$229K	Hold	10,000	–	–	0.03%	122
2015 Q2	$229K	Hold	10,000	–	–	0.03%	122
2015 Q1	$228K	Hold	10,000	–	–	0.01%	140
2014 Q4	$232K	Hold	10,000	–	–	0.01%	141
2014 Q3	$223K	Hold	10,000	–	–	0.01%	150
2014 Q2	$243K	Hold	10,000	–	–	0.02%	149
2014 Q1	$228K	Hold	10,000	–	–	0.02%	123
2013 Q4	$243K	Hold	10,000	–	–	0.02%	132
2013 Q3	$206K	Buy	+10,000	New	+$200K	0.02%	141

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

Beaumont Financial Advisors's KKR Position: Q2 2026 in Review

Beaumont Financial Advisors increased its KKR & Co (KKR) stake by 0.98% in Q2 2026, buying an estimated $8.92K and bringing the position to 9,465 shares worth $869K. The position accounts for 0.06% of the portfolio, ranked #186.

Beaumont Financial Advisors first reported a position in KKR in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.37M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Beaumont Financial Advisors held 9,465 shares of KKR & Co worth $869K as of Q2 2026.
Beaumont Financial Advisors bought 92 KKR & Co shares in Q2 2026, an estimated $8.92K.
KKR & Co made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #186 holding.
Beaumont Financial Advisors first reported a position in KKR & Co in Q3 2013 and has held it in 52 quarters since.
Beaumont Financial Advisors's KKR & Co position peaked at $1.37M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.