Canvas Wealth Advisors’s KKR & Co KKR Stock Holding History

Canvas Wealth 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	$416K	Buy	4,538 +196	+5%	+$19K	0.06%	159
2026 Q1	$402K	Buy	4,342 +2,482	+133%	+$262K	0.07%	150
2025 Q4	$237K	Sell	1,860 -48	-3%	-$5.97K	0.04%	200
2025 Q3	$244K	Sell	1,908 -111	-5%	-$15.8K	0.04%	189
2025 Q2	$307K	Buy	+2,019	New	+$236K	0.06%	141
2025 Q1	–	Sell	-1,817	Closed	-$269K	–	190
2024 Q4	$269K	Sell	1,817 -27	-1%	-$3.96K	0.07%	138
2024 Q3	$241K	Buy	+1,844	New	+$218K	0.07%	152

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

Canvas Wealth Advisors's KKR Position: Q2 2026 in Review

Canvas Wealth Advisors increased its KKR & Co (KKR) stake by 4.5% in Q2 2026, buying an estimated $19K and bringing the position to 4,538 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #159.

Canvas Wealth Advisors first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Canvas Wealth Advisors held 4,538 shares of KKR & Co worth $416K as of Q2 2026.
Canvas Wealth Advisors bought 196 KKR & Co shares in Q2 2026, an estimated $19K.
KKR & Co made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Canvas Wealth Advisors first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.