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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
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 $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 $298B AUM 21.96% 1-Year Est. Return

Clearwater Capital Advisors's KKR Position: Q1 2026 in Review

Clearwater Capital Advisors increased its KKR & Co (KKR) stake by 65% in Q1 2026, buying an estimated $318K and bringing the position to 7,680 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #97.

Clearwater Capital Advisors first reported a position in KKR in Q1 2018 and has held it in 21 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Clearwater Capital Advisors held 7,680 shares of KKR & Co worth $710K as of Q1 2026.
  • Clearwater Capital Advisors bought 3,021 KKR & Co shares in Q1 2026, an estimated $318K.
  • KKR & Co made up 0.06% of Clearwater Capital Advisors's portfolio in Q1 2026, its #97 holding.
  • Clearwater Capital Advisors first reported a position in KKR & Co in Q1 2018 and has held it in 21 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.