Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s KKR & Co KKR Stock Holding History

Cambridge Investment Research 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 		$11.1M Buy
121,150
+19,112
+19% +$1.85M 0.02% 624
2026
Q1 		$9.44M Sell
102,038
-6,488
-6% -$684K 0.02% 641
2025
Q4 		$13.8M Sell
108,526
-1,387
-1% -$173K 0.04% 472
2025
Q3 		$14.3M Buy
109,913
+3,415
+3% +$485K 0.04% 452
2025
Q2 		$14.2M Buy
106,498
+6,692
+7% +$783K 0.04% 425
2025
Q1 		$11.5M Sell
99,806
-840
-0.8% -$116K 0.04% 454
2024
Q4 		$14.9M Buy
100,646
+903
+0.9% +$132K 0.05% 364
2024
Q3 		$13M Buy
99,743
+2,641
+3% +$312K 0.04% 412
2024
Q2 		$10.2M Sell
97,102
-1,466
-1% -$149K 0.04% 457
2024
Q1 		$9.91M Sell
98,568
-1,368
-1% -$126K 0.04% 462
2023
Q4 		$8.28M Sell
99,936
-5,824
-6% -$394K 0.04% 476
2023
Q3 		$6.51M Sell
105,760
-4,451
-4% -$270K 0.03% 542
2023
Q2 		$6.17M Sell
110,211
-94
-0.1% -$4.92K 0.03% 562
2023
Q1 		$5.79M Sell
110,305
-4,999
-4% -$268K 0.03% 565
2022
Q4 		$5.35M Sell
115,304
-13,863
-11% -$676K 0.03% 577
2022
Q3 		$5.55M Buy
129,167
+518
+0.4% +$26.2K 0.03% 520
2022
Q2 		$5.96M Buy
128,649
+308
+0.2% +$16.2K 0.03% 509
2022
Q1 		$7.5M Buy
128,341
+8,062
+7% +$507K 0.03% 479
2021
Q4 		$8.96M Buy
120,279
+2,608
+2% +$192K 0.04% 412
2021
Q3 		$7.16M Sell
117,671
-119,977
-50% -$7.53M 0.04% 468
2021
Q2 		$14.1M Sell
237,648
-18,952
-7% -$1.05M 0.07% 282
2021
Q1 		$12.5M Sell
256,600
-4,263
-2% -$191K 0.07% 275
2020
Q4 		$10.6M Buy
260,863
+981
+0.4% +$37.1K 0.06% 293
2020
Q3 		$8.92M Buy
259,882
+129,335
+99% +$4.52M 0.06% 297
2020
Q2 		$4.03M Buy
130,547
+3,846
+3% +$103K 0.03% 513
2020
Q1 		$2.97M Buy
126,701
+89,083
+237% +$2.56M 0.03% 524
2019
Q4 		$1.1M Buy
37,618
+1,133
+3% +$32.3K 0.01% 1096
2019
Q3 		$980K Buy
+36,485
New +$962K 0.01% 1080
2019
Q2 		– Sell
-36,293
Closed -$853K – 2282
2019
Q1 		$853K Sell
36,293
-743
-2% -$16.9K 0.01% 1121
2018
Q4 		$727K Buy
37,036
+236
+0.6% +$5.4K 0.01% 1114
2018
Q3 		$1M Sell
36,800
-2,900
-7% -$77.5K 0.01% 1026
2018
Q2 		$987K Sell
39,700
-9,590
-19% -$213K 0.01% 988
2018
Q1 		$1M Buy
49,290
+2,487
+5% +$55.3K 0.01% 940
2017
Q4 		$986K Sell
46,803
-3,751
-7% -$75.3K 0.01% 913
2017
Q3 		$1.03M Buy
50,554
+5,178
+11% +$98.2K 0.01% 838
2017
Q2 		$844K Sell
45,376
-1,998
-4% -$36.6K 0.01% 891
2017
Q1 		$864K Sell
47,374
-36,019
-43% -$640K 0.01% 796
2016
Q4 		$1.28M Sell
83,393
-1,385
-2% -$20.9K 0.02% 572
2016
Q3 		$1.21M Buy
84,778
+37,891
+81% +$537K 0.02% 598
2016
Q2 		$579K Sell
46,887
-1,793
-4% -$24K 0.01% 868
2016
Q1 		$715K Buy
48,680
+3,782
+8% +$51.5K 0.02% 715
2015
Q4 		$700K Sell
44,898
-863
-2% -$14.8K 0.02% 698
2015
Q3 		$768K Sell
45,761
-9,674
-17% -$206K 0.02% 574
2015
Q2 		$1.27M Buy
55,435
+3,565
+7% +$81.9K 0.04% 431
2015
Q1 		$1.18M Buy
51,870
+17,193
+50% +$406K 0.03% 452
2014
Q4 		$805K Sell
34,677
-9,044
-21% -$198K 0.02% 566
2014
Q3 		$975K Buy
43,721
+2,046
+5% +$48K 0.03% 535
2014
Q2 		$1.01M Buy
41,675
+7,242
+21% +$169K 0.04% 453
2014
Q1 		$786K Buy
34,433
+5,937
+21% +$144K 0.03% 507
2013
Q4 		$694K Buy
28,496
+3,759
+15% +$86.5K 0.03% 517
2013
Q3 		$509K Buy
24,737
+6,061
+32% +$122K 0.02% 621
2013
Q2 		$367K Buy
+18,676
New +$371K 0.02% 677

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

Cambridge Investment Research Advisors's KKR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its KKR & Co (KKR) stake by 19% in Q2 2026, buying an estimated $1.85M and bringing the position to 121,150 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #624.

Cambridge Investment Research Advisors first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.9M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cambridge Investment Research Advisors held 121,150 shares of KKR & Co worth $11.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 19,112 KKR & Co shares in Q2 2026, an estimated $1.85M.
  • KKR & Co made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #624 holding.
  • Cambridge Investment Research Advisors first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's KKR & Co position peaked at $14.9M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.