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Cetera Advisors’s KKR & Co KKR Stock Holding History

Cetera 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
2024
Q1 		$1.95M Buy
+19,407
New +$1.78M 0.02% 832
2022
Q1 		– Sell
-2,772
Closed -$207K – 1474
2021
Q4 		$207K Buy
+2,772
New +$205K ﹤0.01% 1307
2014
Q3 		– Sell
-9,292
Closed -$227K – 635
2014
Q2 		$227K Buy
+9,292
New +$216K 0.03% 511
2014
Q1 		– Sell
-10,708
Closed -$259K – 561
2013
Q4 		$259K Buy
+10,708
New +$246K 0.04% 400

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cetera Advisors's KKR Position: Q1 2024 in Review

Cetera Advisors opened a new position in KKR & Co (KKR) in Q1 2024: 19,407 shares worth $1.95M. The stake represents 0.02% of the portfolio and ranks #832 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in KKR as recently as Q4 2021.

Cetera Advisors first reported a position in KKR in Q4 2013 and has held it in 4 quarters since. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Cetera Advisors held 19,407 shares of KKR & Co worth $1.95M as of Q1 2024.
  • KKR & Co was a new Cetera Advisors position in Q1 2024.
  • KKR & Co made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #832 holding.
  • Cetera Advisors first reported a position in KKR & Co in Q4 2013 and has held it in 4 quarters since.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.