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
Q1 		$6.04K Buy
+2,000
New +$211K ﹤0.01% 4713

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's KKR Position: Q1 2026 in Review

Cetera Investment Advisers increased its KKR & Co (KKR) stake by 0.08% in Q1 2026, buying an estimated $12.8K and bringing the position to 146,922 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #890.

Cetera Investment Advisers first reported a position in KKR in Q4 2020 and has held it in 22 quarters since. The position peaked at $21M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Cetera Investment Advisers held 146,922 shares of KKR & Co worth $13.6M as of Q1 2026.
  • Cetera Investment Advisers bought 121 KKR & Co shares in Q1 2026, an estimated $12.8K.
  • KKR & Co made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #890 holding.
  • Cetera Investment Advisers first reported a position in KKR & Co in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's KKR & Co position peaked at $21M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.