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 Q3	$2.1M	Sell	22,972 -40	-0.2%	-$4.08K	0.45%	66
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

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 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

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Cadent Capital Advisors's KKR Position: Q3 2026 in Review

Cadent Capital Advisors reduced its KKR & Co (KKR) stake by 0.17% in Q3 2026, selling an estimated $4.08K and leaving 22,972 shares worth $2.1M. The position accounts for 0.45% of the portfolio, ranked #66.

Cadent Capital Advisors first reported a position in KKR in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q2 2026. 90 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Cadent Capital Advisors held 22,972 shares of KKR & Co worth $2.1M as of Q3 2026.
Cadent Capital Advisors sold 40 KKR & Co shares in Q3 2026, an estimated $4.08K.
KKR & Co made up 0.45% of Cadent Capital Advisors's portfolio in Q3 2026, its #66 holding.
Cadent Capital Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 13 quarters since.
Cadent Capital Advisors's KKR & Co position peaked at $2.11M in Q2 2026.
90 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.