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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benjamin Edwards Inc's KKR Position: Q1 2026 in Review

Benjamin Edwards Inc increased its KKR & Co (KKR) stake by 10% in Q1 2026, buying an estimated $234K and bringing the position to 23,997 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #514.

Benjamin Edwards Inc first reported a position in KKR in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.78M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Benjamin Edwards Inc held 23,997 shares of KKR & Co worth $2.22M as of Q1 2026.
Benjamin Edwards Inc bought 2,220 KKR & Co shares in Q1 2026, an estimated $234K.
KKR & Co made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #514 holding.
Benjamin Edwards Inc first reported a position in KKR & Co in Q1 2019 and has held it in 14 quarters since.
Benjamin Edwards Inc's KKR & Co position peaked at $2.78M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.