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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
Q3 		$16.7K Hold
182
– – 0.01% 268
2026
Q2 		$16.7K Buy
+182
New +$17.6K 0.01% 158

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Burkett Financial Services's KKR Position: Q3 2026 in Review

Burkett Financial Services held its KKR & Co (KKR) position steady in Q3 2026 at 182 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #268.

Burkett Financial Services first reported a position in KKR in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.7K in Q2 2026. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Burkett Financial Services held 182 shares of KKR & Co worth $16.7K as of Q3 2026.
  • Burkett Financial Services left its KKR & Co share count unchanged in Q3 2026.
  • KKR & Co made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #268 holding.
  • Burkett Financial Services first reported a position in KKR & Co in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's KKR & Co position peaked at $16.7K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.