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Capital Analysts LLC’s KKR & Co KKR Stock Holding History

Capital Analysts LLC’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 		$1.96M Buy
21,389
+39
+0.2% +$3.78K 0.05% 271
2026
Q1 		$1.97M Sell
21,350
-515
-2% -$54.3K 0.05% 249
2025
Q4 		$2.79M Sell
21,865
-131
-0.6% -$16.3K 0.08% 205
2025
Q3 		$2.86M Buy
21,996
+20
+0.1% +$2.84K 0.08% 198
2025
Q2 		$2.92M Buy
21,976
+30
+0.1% +$3.51K 0.1% 170
2025
Q1 		$2.54M Sell
21,946
-8,581
-28% -$1.18M 0.09% 172
2024
Q4 		$4.52M Sell
30,527
-2,406
-7% -$353K 0.18% 105
2024
Q3 		$4.3M Buy
32,933
+44
+0.1% +$5.21K 0.18% 105
2024
Q2 		$3.46M Buy
32,889
+58
+0.2% +$5.91K 0.15% 114
2024
Q1 		$3.3M Buy
32,831
+468
+1% +$43K 0.15% 114
2023
Q4 		$2.68M Sell
32,363
-3,089
-9% -$209K 0.14% 131
2023
Q3 		$2.18M Buy
35,452
+5,502
+18% +$334K 0.12% 142
2023
Q2 		$1.61M Buy
29,950
+4,712
+19% +$247K 0.09% 180
2023
Q1 		$1.32M Buy
25,238
+14,028
+125% +$753K 0.08% 191
2022
Q4 		$521K Buy
11,210
+10,371
+1,236% +$505K 0.03% 291
2022
Q3 		$36K Sell
839
-919
-52% -$46.4K ﹤0.01% 626
2022
Q2 		$82K Buy
1,758
+1,358
+340% +$71.2K 0.01% 460
2022
Q1 		$23K Sell
400
-1,352
-77% -$85.1K ﹤0.01% 662
2021
Q4 		$131K Sell
1,752
-736
-30% -$54.3K 0.01% 405
2021
Q3 		$151K Buy
2,488
+2,088
+522% +$131K 0.01% 381
2021
Q2 		$24K Hold
400
– – ﹤0.01% 647
2021
Q1 		$20K Buy
+400
New +$17.9K ﹤0.01% 717
2015
Q3 		– Sell
-24,248
Closed -$554K – 370
2015
Q2 		$554K Buy
24,248
+2,116
+10% +$48.6K 0.11% 136
2015
Q1 		$505K Buy
22,132
+4,917
+29% +$116K 0.11% 132
2014
Q4 		$400K Buy
+17,215
New +$377K 0.09% 132

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 Analysts LLC's KKR Position: Q2 2026 in Review

Capital Analysts LLC increased its KKR & Co (KKR) stake by 0.18% in Q2 2026, buying an estimated $3.78K and bringing the position to 21,389 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #271.

Capital Analysts LLC first reported a position in KKR in Q4 2014 and has held it in 25 quarters since. The position peaked at $4.52M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capital Analysts LLC held 21,389 shares of KKR & Co worth $1.96M as of Q2 2026.
  • Capital Analysts LLC bought 39 KKR & Co shares in Q2 2026, an estimated $3.78K.
  • KKR & Co made up 0.05% of Capital Analysts LLC's portfolio in Q2 2026, its #271 holding.
  • Capital Analysts LLC first reported a position in KKR & Co in Q4 2014 and has held it in 25 quarters since.
  • Capital Analysts LLC's KKR & Co position peaked at $4.52M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.