Burkett Financial Services’s KKR & Co KKR Stock Holding History

Burkett Financial Services’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	$16.7K	Buy	+182	New	+$17.6K	0.01%	158

Other funds holding KKR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Burkett Financial Services's KKR Position: Q2 2026 in Review

Burkett Financial Services opened a new position in KKR & Co (KKR) in Q2 2026: 182 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings.

591 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Burkett Financial Services held 182 shares of KKR & Co worth $16.7K as of Q2 2026.
KKR & Co was a new Burkett Financial Services position in Q2 2026.
KKR & Co made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #158 holding.
591 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.