Cetera Investment Advisers
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Cetera Investment Advisers’s KKR & Co KKR Stock Holding History

Cetera Investment Advisers’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 		$13.8M Buy
150,824
+3,902
+3% +$378K 0.01% 954
2026
Q1 		$13.6M Buy
146,922
+121
+0.1% +$12.8K 0.01% 890
2025
Q4 		$18.7M Sell
146,801
-14,633
-9% -$1.82M 0.02% 694
2025
Q3 		$21M Buy
161,434
+24,962
+18% +$3.54M 0.02% 623
2025
Q2 		$18.2M Buy
136,472
+4,374
+3% +$512K 0.03% 557
2025
Q1 		$15.3M Buy
132,098
+6,382
+5% +$878K 0.03% 563
2024
Q4 		$18.6M Buy
125,716
+23,030
+22% +$3.38M 0.04% 455
2024
Q3 		$13.4M Buy
102,686
+13,526
+15% +$1.6M 0.03% 574
2024
Q2 		$9.38M Buy
89,160
+5,309
+6% +$540K 0.02% 695
2024
Q1 		$8.43M Buy
83,851
+70,953
+550% +$6.53M 0.02% 732
2023
Q4 		$1.07M Buy
12,898
+302
+2% +$20.4K 0.01% 1075
2023
Q3 		$776K Buy
12,596
+233
+2% +$14.1K 0.01% 1176
2023
Q2 		$692K Sell
12,363
-1,621
-12% -$84.9K 0.01% 1265
2023
Q1 		$734K Sell
13,984
-2,000
-13% -$107K 0.01% 1197
2022
Q4 		$742K Buy
15,984
+7,409
+86% +$361K 0.01% 1143
2022
Q3 		$369K Sell
8,575
-10,166
-54% -$514K 0.01% 1146
2022
Q2 		$868K Buy
18,741
+1,851
+11% +$97.1K 0.01% 855
2022
Q1 		$988K Buy
16,890
+1,795
+12% +$113K 0.01% 826
2021
Q4 		$1.13M Buy
15,095
+872
+6% +$64.3K 0.02% 772
2021
Q3 		$866K Sell
14,223
-10,587
-43% -$665K 0.01% 831
2021
Q2 		$1.47M Sell
24,810
-1,479
-6% -$82.1K 0.02% 626
2021
Q1 		$1.28M Sell
26,289
-6,933
-21% -$310K 0.03% 566
2020
Q4 		$1.34M Buy
+33,222
New +$1.26M 0.03% 568

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

Cetera Investment Advisers's KKR Position: Q2 2026 in Review

Cetera Investment Advisers increased its KKR & Co (KKR) stake by 2.7% in Q2 2026, buying an estimated $378K and bringing the position to 150,824 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #954.

Cetera Investment Advisers first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. The position peaked at $21M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cetera Investment Advisers held 150,824 shares of KKR & Co worth $13.8M as of Q2 2026.
  • Cetera Investment Advisers bought 3,902 KKR & Co shares in Q2 2026, an estimated $378K.
  • KKR & Co made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #954 holding.
  • Cetera Investment Advisers first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's KKR & Co position peaked at $21M in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.