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Clearstead Advisors’s KKR & Co KKR Stock Holding History

Clearstead 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 		$2.01M Sell
21,923
-2,607
-11% -$253K 0.02% 381
2026
Q1 		$2.27M Buy
24,530
+5,545
+29% +$584K 0.02% 337
2025
Q4 		$2.42M Buy
18,985
+2,166
+13% +$269K 0.03% 300
2025
Q3 		$2.19M Buy
16,819
+165
+1% +$23.4K 0.03% 310
2025
Q2 		$2.22M Sell
16,654
-549
-3% -$64.3K 0.03% 301
2025
Q1 		$1.99M Buy
17,203
+2,468
+17% +$340K 0.03% 302
2024
Q4 		$2.18M Sell
14,735
-8,029
-35% -$1.18M 0.03% 283
2024
Q3 		$2.97M Buy
22,764
+187
+0.8% +$22.1K 0.05% 244
2024
Q2 		$2.38M Buy
22,577
+1,393
+7% +$142K 0.04% 255
2024
Q1 		$2.12M Sell
21,184
-189
-0.9% -$17.4K 0.11% 150
2023
Q4 		$1.77M Buy
21,373
+16
+0.1% +$1.08K 0.09% 160
2023
Q3 		$1.32M Sell
21,357
-2,732
-11% -$166K 0.08% 171
2023
Q2 		$1.35M Buy
24,089
+24,021
+35,325% +$1.26M 0.08% 173
2023
Q1 		$3.57K Hold
68
– – ﹤0.01% 1057
2022
Q4 		$3.16K Sell
68
-222
-77% -$10.8K ﹤0.01% 1036
2022
Q3 		$12K Buy
290
+222
+326% +$11.2K ﹤0.01% 859
2022
Q2 		$3K Hold
68
– – ﹤0.01% 1058
2022
Q1 		$4K Hold
68
– – ﹤0.01% 1107
2021
Q4 		$5K Sell
68
-54
-44% -$3.98K ﹤0.01% 1005
2021
Q3 		$7K Buy
122
+54
+79% +$3.39K ﹤0.01% 987
2021
Q2 		$4K Hold
68
– – ﹤0.01% 921
2021
Q1 		$3K Hold
68
– – ﹤0.01% 922
2020
Q4 		$3K Hold
68
– – ﹤0.01% 851
2020
Q3 		$2K Hold
68
– – ﹤0.01% 818
2020
Q2 		$2K Hold
68
– – ﹤0.01% 742
2020
Q1 		$2K Buy
+68
New +$1.95K ﹤0.01% 727

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

Clearstead Advisors's KKR Position: Q2 2026 in Review

Clearstead Advisors reduced its KKR & Co (KKR) stake by 11% in Q2 2026, selling an estimated $253K and leaving 21,923 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #381.

Clearstead Advisors first reported a position in KKR in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.97M in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Clearstead Advisors held 21,923 shares of KKR & Co worth $2.01M as of Q2 2026.
  • Clearstead Advisors sold 2,607 KKR & Co shares in Q2 2026, an estimated $253K.
  • KKR & Co made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #381 holding.
  • Clearstead Advisors first reported a position in KKR & Co in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's KKR & Co position peaked at $2.97M in Q3 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.