Bell Investment Advisors’s KKR & Co KKR Stock Holding History

Bell Investment 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	$4.25K	Hold	46	–	–	﹤0.01%	1030
2025 Q4	$5.87K	Hold	46	–	–	﹤0.01%	909
2025 Q3	$5.98K	Hold	46	–	–	﹤0.01%	837
2025 Q2	$6.12K	Hold	46	–	–	﹤0.01%	896
2025 Q1	$5.32K	Hold	46	–	–	﹤0.01%	882
2024 Q4	$6.8K	Hold	46	–	–	﹤0.01%	769
2024 Q3	$6.01K	Hold	46	–	–	﹤0.01%	842
2024 Q2	$4.84K	Hold	46	–	–	﹤0.01%	933
2024 Q1	$4.63K	Hold	46	–	–	﹤0.01%	965
2023 Q4	$3.81K	Hold	46	–	–	﹤0.01%	1018
2023 Q3	$2.83K	Hold	46	–	–	﹤0.01%	1117
2023 Q2	$2.58K	Hold	46	–	–	﹤0.01%	1162
2023 Q1	$2.42K	Hold	46	–	–	﹤0.01%	1156
2022 Q4	$2.13K	Hold	46	–	–	﹤0.01%	1253
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	1136
2022 Q2	$2K	Buy	+46	New	+$2.41K	﹤0.01%	1172
2021 Q4	$18K	Buy	239 +53	+28%	+$3.91K	﹤0.01%	339
2021 Q3	$11K	Buy	+186	New	+$11.7K	﹤0.01%	430

Other funds holding KKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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