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Benjamin Edwards Inc’s KKR & Co KKR Stock Holding History

Benjamin Edwards Inc’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 		$2.27M Buy
24,738
+741
+3% +$71.9K 0.02% 540
2026
Q1 		$2.22M Buy
23,997
+2,220
+10% +$234K 0.02% 514
2025
Q4 		$2.78M Buy
21,777
+3,480
+19% +$433K 0.03% 429
2025
Q3 		$2.38M Buy
18,297
+9,610
+111% +$1.36M 0.03% 449
2025
Q2 		$1.16M Buy
8,687
+1,873
+27% +$219K 0.01% 585
2025
Q1 		$788K Buy
6,814
+1,370
+25% +$188K 0.01% 657
2024
Q4 		$805K Buy
5,444
+1,321
+32% +$194K 0.01% 682
2024
Q3 		$538K Buy
4,123
+1,345
+48% +$159K 0.01% 771
2024
Q2 		$292K Buy
2,778
+163
+6% +$16.6K 0.06% 292
2024
Q1 		$263K Buy
+2,615
New +$241K 0.05% 301
2020
Q2 		– Sell
-787
Closed -$18K – 382
2020
Q1 		$18K Sell
787
-21,897
-97% -$629K 0.02% 251
2019
Q4 		$662K Sell
22,684
-5,436
-19% -$155K 1.35% 17
2019
Q3 		$755K Buy
28,120
+1,004
+4% +$26.5K 1.64% 14
2019
Q2 		$685K Buy
27,116
+20,601
+316% +$493K 1.66% 13
2019
Q1 		$153K Buy
+6,515
New +$148K 0.73% 27

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

Benjamin Edwards Inc's KKR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its KKR & Co (KKR) stake by 3.1% in Q2 2026, buying an estimated $71.9K and bringing the position to 24,738 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #540.

Benjamin Edwards Inc first reported a position in KKR in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.78M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Benjamin Edwards Inc held 24,738 shares of KKR & Co worth $2.27M as of Q2 2026.
  • Benjamin Edwards Inc bought 741 KKR & Co shares in Q2 2026, an estimated $71.9K.
  • KKR & Co made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #540 holding.
  • Benjamin Edwards Inc first reported a position in KKR & Co in Q1 2019 and has held it in 15 quarters since.
  • Benjamin Edwards Inc's KKR & Co position peaked at $2.78M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.