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

Capital Performance 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 		– Sell
-2,430
Closed -$225K – 410
2026
Q1 		$225K Buy
+2,430
New +$256K 0.02% 404
2024
Q4 		– Sell
-116
Closed -$15.2K – 1470
2024
Q3 		$15.2K Buy
+116
New +$13.7K ﹤0.01% 684

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 Performance Advisors's KKR Position: Q2 2026 in Review

Capital Performance Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,430 shares — an estimated $225K sold.

Capital Performance Advisors first reported a position in KKR in Q3 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capital Performance Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,430 KKR & Co shares in Q2 2026, an estimated $225K.
  • Capital Performance Advisors first reported a position in KKR & Co in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's KKR & Co position peaked at $225K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.