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Cary Street Partners Investment Advisory’s KKR & Co KKR Stock Holding History

Cary Street Partners 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 		$192K Sell
2,091
-121
-5% -$11.7K 0.04% 384
2026
Q1 		$205K Buy
2,212
+306
+16% +$32.3K 0.05% 346
2025
Q4 		$243K Buy
1,906
+61
+3% +$7.59K 0.07% 289
2025
Q3 		$240K Buy
1,845
+59
+3% +$8.38K 0.1% 230
2025
Q2 		$238K Buy
1,786
+143
+9% +$16.7K 0.12% 199
2025
Q1 		$190K Buy
1,643
+2
+0.1% +$275 0.11% 220
2024
Q4 		$243K Sell
1,641
-3,590
-69% -$527K 0.16% 148
2024
Q3 		$683K Buy
5,231
+259
+5% +$30.6K 0.03% 434
2024
Q2 		$523K Sell
4,972
-219
-4% -$22.3K 0.02% 459
2024
Q1 		$522K Buy
5,191
+1,057
+26% +$97.2K 0.02% 452
2023
Q4 		$343K Buy
4,134
+3,116
+306% +$211K 0.02% 504
2023
Q3 		$62.7K Sell
1,018
-158
-13% -$9.6K ﹤0.01% 804
2023
Q2 		$65.9K Sell
1,176
-418
-26% -$21.9K ﹤0.01% 755
2023
Q1 		$83.7K Hold
1,594
– – 0.01% 633
2022
Q4 		$74K Buy
+1,594
New +$77.7K 0.01% 651
2020
Q4 		– Sell
-1,630
Closed -$56K – 639
2020
Q3 		$56K Buy
+1,630
New +$57K 0.01% 475

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Cary Street Partners Investment Advisory's KKR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its KKR & Co (KKR) stake by 5.5% in Q2 2026, selling an estimated $11.7K and leaving 2,091 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #384.

Cary Street Partners Investment Advisory first reported a position in KKR in Q3 2020 and has held it in 16 quarters since. The position peaked at $683K in Q3 2024. 857 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,091 shares of KKR & Co worth $192K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 121 KKR & Co shares in Q2 2026, an estimated $11.7K.
  • KKR & Co made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #384 holding.
  • Cary Street Partners Investment Advisory first reported a position in KKR & Co in Q3 2020 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's KKR & Co position peaked at $683K in Q3 2024.
  • 857 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.