Cadent Capital Advisors’s KKR & Co KKR Stock Holding History

Cadent Capital 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 Q2	$2.11M	Buy	23,012 +19,992	+662%	+$1.94M	0.44%	65
2026 Q1	$279K	Hold	3,020	–	–	0.07%	153
2025 Q4	$385K	Sell	3,020 -950	-24%	-$118K	0.1%	121
2025 Q3	$516K	Buy	3,970 +550	+16%	+$78.1K	0.14%	111
2025 Q2	$455K	Buy	3,420 +20	+0.6%	+$2.34K	0.15%	101
2025 Q1	$393K	Buy	3,400 +400	+13%	+$55K	0.14%	92
2024 Q4	$444K	Hold	3,000	–	–	0.15%	88
2024 Q3	$392K	Hold	3,000	–	–	0.12%	99
2024 Q2	$316K	Hold	3,000	–	–	0.13%	96
2024 Q1	$302K	Hold	3,000	–	–	0.12%	94
2023 Q4	$249K	Sell	3,000 -450	-13%	-$30.5K	0.12%	101
2023 Q3	$213K	Buy	+3,450	New	+$210K	0.09%	119

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cadent Capital Advisors's KKR Position: Q2 2026 in Review

Cadent Capital Advisors increased its KKR & Co (KKR) stake by 662% in Q2 2026, buying an estimated $1.94M and bringing the position to 23,012 shares worth $2.11M. The position accounts for 0.44% of the portfolio, ranked #65.

Cadent Capital Advisors first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Cadent Capital Advisors held 23,012 shares of KKR & Co worth $2.11M as of Q2 2026.
Cadent Capital Advisors bought 19,992 KKR & Co shares in Q2 2026, an estimated $1.94M.
KKR & Co made up 0.44% of Cadent Capital Advisors's portfolio in Q2 2026, its #65 holding.
Cadent Capital Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.