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 Q2	$4.22K	Hold	46	–	–	﹤0.01%	1050
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 $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 $3.38T AUM 44.17% 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

Bell Investment Advisors's KKR Position: Q2 2026 in Review

Bell Investment Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 46 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Bell Investment Advisors first reported a position in KKR in Q3 2021 and has held it in 19 quarters since. The position peaked at $18K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Bell Investment Advisors held 46 shares of KKR & Co worth $4.22K as of Q2 2026.
Bell Investment Advisors left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1050 holding.
Bell Investment Advisors first reported a position in KKR & Co in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's KKR & Co position peaked at $18K in Q4 2021.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.