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Cape Investment Advisory’s KKR & Co KKR Stock Holding History

Cape Investment Advisory’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 		$9.27K Buy
+101
New +$9.79K ﹤0.01% 883
2026
Q1 		– Sell
-56
Closed -$7.14K – 735
2025
Q4 		$7.14K Buy
56
+11
+24% +$1.37K ﹤0.01% 821
2025
Q3 		$5.85K Buy
45
+29
+181% +$4.12K 0.01% 490
2025
Q2 		$2.13K Buy
16
+7
+78% +$819 ﹤0.01% 931
2025
Q1 		$1.04K Sell
9
-2
-18% -$275 ﹤0.01% 966
2024
Q4 		$1.63K Buy
+11
New +$1.61K ﹤0.01% 903
2024
Q1 		– Sell
-2
Closed -$166 – 1057
2023
Q4 		$166 Buy
+2
New +$135 ﹤0.01% 1099

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

Cape Investment Advisory's KKR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in KKR & Co (KKR) in Q2 2026: 101 shares worth $9.27K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KKR as recently as Q4 2025.

Cape Investment Advisory first reported a position in KKR in Q4 2023 and has held it in 7 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cape Investment Advisory held 101 shares of KKR & Co worth $9.27K as of Q2 2026.
  • KKR & Co was a new Cape Investment Advisory position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #883 holding.
  • Cape Investment Advisory first reported a position in KKR & Co in Q4 2023 and has held it in 7 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.