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

Capital Advisors Ltd’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 		$90K Buy
979
+856
+696% +$83K 0.01% 418
2026
Q1 		$11K Buy
123
+32
+35% +$3.37K ﹤0.01% 809
2025
Q4 		$12K Hold
91
– – ﹤0.01% 766
2025
Q3 		$12K Hold
91
– – ﹤0.01% 763
2025
Q2 		$12K Sell
91
-41
-31% -$4.8K ﹤0.01% 747
2025
Q1 		$15K Sell
132
-24
-15% -$3.3K ﹤0.01% 674
2024
Q4 		$23K Hold
156
– – ﹤0.01% 599
2024
Q3 		$20K Buy
156
+81
+108% +$9.58K ﹤0.01% 612
2024
Q2 		$8K Sell
75
-5
-6% -$509 ﹤0.01% 803
2024
Q1 		$8K Buy
80
+9
+13% +$828 ﹤0.01% 770
2023
Q4 		$6K Hold
71
– – ﹤0.01% 795
2023
Q3 		$4K Hold
71
– – ﹤0.01% 883
2023
Q2 		$4K Hold
71
– – ﹤0.01% 890
2023
Q1 		$4K Hold
71
– – ﹤0.01% 750
2022
Q4 		$3K Buy
71
+9
+15% +$439 ﹤0.01% 774
2022
Q3 		$3K Buy
62
+36
+138% +$1.82K ﹤0.01% 749
2022
Q2 		$1K Buy
26
+8
+44% +$420 ﹤0.01% 814
2022
Q1 		$1K Buy
18
+10
+125% +$629 ﹤0.01% 739
2021
Q4 		$1K Buy
+8
New +$590 ﹤0.01% 696

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

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

Capital Advisors Ltd increased its KKR & Co (KKR) stake by 696% in Q2 2026, buying an estimated $83K and bringing the position to 979 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #418.

Capital Advisors Ltd first reported a position in KKR in Q4 2021 and has held it in 19 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capital Advisors Ltd held 979 shares of KKR & Co worth $90K as of Q2 2026.
  • Capital Advisors Ltd bought 856 KKR & Co shares in Q2 2026, an estimated $83K.
  • KKR & Co made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #418 holding.
  • Capital Advisors Ltd first reported a position in KKR & Co in Q4 2021 and has held it in 19 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.