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BLB&B Advisors’s KKR & Co KKR Stock Holding History

BLB&B 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 		– Sell
-1,599
Closed -$204K – 276
2025
Q4 		$204K Buy
1,599
+28
+2% +$3.48K 0.01% 274
2025
Q3 		$204K Buy
1,571
+11
+0.7% +$1.56K 0.01% 270
2025
Q2 		$208K Buy
+1,560
New +$183K 0.01% 261
2025
Q1 		– Sell
-1,574
Closed -$233K – 280
2024
Q4 		$233K Buy
1,574
+14
+0.9% +$2.05K 0.01% 245
2024
Q3 		$204K Buy
+1,560
New +$185K 0.01% 270

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BLB&B Advisors's KKR Position: Q1 2026 in Review

BLB&B Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,599 shares — an estimated $204K sold.

BLB&B Advisors first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $233K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • BLB&B Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • BLB&B Advisors sold 1,599 KKR & Co shares in Q1 2026, an estimated $204K.
  • BLB&B Advisors first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • BLB&B Advisors's KKR & Co position peaked at $233K in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.