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Centerpoint Advisors’s KKR & Co KKR Stock Holding History

Centerpoint 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 		$4K Hold
45
– – ﹤0.01% 371
2026
Q1 		$4K Hold
45
– – ﹤0.01% 359
2025
Q4 		$6K Hold
45
– – ﹤0.01% 355
2025
Q3 		$6K Buy
+45
New +$6.39K ﹤0.01% 364
2023
Q4 		– Sell
-113
Closed -$7K – 518
2023
Q3 		$7K Hold
113
– – ﹤0.01% 362
2023
Q2 		$6K Hold
113
– – ﹤0.01% 383
2023
Q1 		$6K Buy
+113
New +$6.06K ﹤0.01% 383

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

Centerpoint Advisors's KKR Position: Q2 2026 in Review

Centerpoint Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Centerpoint Advisors first reported a position in KKR in Q1 2023 and has held it in 7 quarters since. The position peaked at $7K in Q3 2023. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Centerpoint Advisors held 45 shares of KKR & Co worth $4K as of Q2 2026.
  • Centerpoint Advisors left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #371 holding.
  • Centerpoint Advisors first reported a position in KKR & Co in Q1 2023 and has held it in 7 quarters since.
  • Centerpoint Advisors's KKR & Co position peaked at $7K in Q3 2023.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.