CCA
KKR icon

Clearwater Capital Advisors’s KKR & Co KKR Stock Holding History

Clearwater Capital 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 		$705K Hold
7,680
– – 0.05% 106
2026
Q1 		$710K Buy
7,680
+3,021
+65% +$318K 0.06% 97
2025
Q4 		$594K Hold
4,659
– – 0.05% 106
2025
Q3 		$605K Buy
4,659
+22
+0.5% +$3.12K 0.05% 104
2025
Q2 		$617K Hold
4,637
– – 0.06% 96
2025
Q1 		$536K Buy
4,637
+1,242
+37% +$171K 0.05% 105
2024
Q4 		$502K Sell
3,395
-200
-6% -$29.3K 0.05% 108
2024
Q3 		$469K Hold
3,595
– – 0.05% 113
2024
Q2 		$378K Sell
3,595
-264
-7% -$26.9K 0.04% 115
2024
Q1 		$388K Sell
3,859
-557
-13% -$51.2K 0.04% 114
2023
Q4 		$366K Sell
4,416
-429
-9% -$29K 0.04% 110
2023
Q3 		$298K Hold
4,845
– – 0.04% 111
2023
Q2 		$271K Sell
4,845
-500
-9% -$26.2K 0.03% 122
2023
Q1 		$281K Sell
5,345
-945
-15% -$50.7K 0.03% 118
2022
Q4 		$292K Hold
6,290
– – 0.04% 123
2022
Q3 		$270K Buy
+6,290
New +$318K 0.04% 128
2022
Q2 		– Sell
-6,290
Closed -$368K – 163
2022
Q1 		$368K Buy
6,290
+1,010
+19% +$63.6K 0.04% 120
2021
Q4 		$393K Hold
5,280
– – 0.04% 118
2021
Q3 		$321K Sell
5,280
-1,510
-22% -$94.8K 0.04% 125
2021
Q2 		$402K Sell
6,790
-410
-6% -$22.8K 0.05% 114
2021
Q1 		$352K Buy
+7,200
New +$322K 0.04% 122
2018
Q2 		– Sell
-8,325
Closed -$169K – 383
2018
Q1 		$169K Buy
+8,325
New +$185K 0.03% 189

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

Clearwater Capital Advisors's KKR Position: Q2 2026 in Review

Clearwater Capital Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 7,680 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #106.

Clearwater Capital Advisors first reported a position in KKR in Q1 2018 and has held it in 22 quarters since. The position peaked at $710K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Clearwater Capital Advisors held 7,680 shares of KKR & Co worth $705K as of Q2 2026.
  • Clearwater Capital Advisors left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.05% of Clearwater Capital Advisors's portfolio in Q2 2026, its #106 holding.
  • Clearwater Capital Advisors first reported a position in KKR & Co in Q1 2018 and has held it in 22 quarters since.
  • Clearwater Capital Advisors's KKR & Co position peaked at $710K in Q1 2026.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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