Coastal Bridge Advisors’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.95M Sell
43,078
-3,745
-8% -$363K 0.24% 95
2026
Q1
$4.33M Sell
46,823
-1,158
-2% -$122K 0.31% 71
2025
Q4
$6.12M Sell
47,981
-1,408
-3% -$175K 0.46% 53
2025
Q3
$6.42M Sell
49,389
-4,812
-9% -$683K 0.49% 48
2025
Q2
$7.21M Sell
54,201
-489
-0.9% -$57.2K 0.59% 43
2025
Q1
$6.32M Buy
54,690
+4,495
+9% +$618K 0.57% 41
2024
Q4
$7.42M Sell
50,195
-3,045
-6% -$447K 1.87% 14
2024
Q3
$6.95M Sell
53,240
-4,064
-7% -$481K 1.72% 14
2024
Q2
$6.03M Sell
57,304
-154
-0.3% -$15.7K 1.5% 16
2024
Q1
$5.78M Sell
57,458
-228
-0.4% -$21K 1.33% 15
2023
Q4
$4.78M Sell
57,686
-2,271
-4% -$154K 1.22% 19
2023
Q3
$3.69M Sell
59,957
-78
-0.1% -$4.74K 0.99% 22
2023
Q2
$3.36M Sell
60,035
-3,980
-6% -$208K 0.82% 25
2023
Q1
$3.36M Sell
64,015
-812
-1% -$43.6K 0.85% 24
2022
Q4
$3.01M Sell
64,827
-4,293
-6% -$209K 0.85% 25
2022
Q3
$2.97M Sell
69,120
-370
-0.5% -$18.7K 0.8% 28
2022
Q2
$3.22M Sell
69,490
-1,524
-2% -$80K 0.99% 23
2022
Q1
$4.15M Sell
71,014
-535
-0.7% -$33.7K 0.96% 23
2021
Q4
$5.33M Sell
71,549
-163
-0.2% -$12K 1.11% 23
2021
Q3
$4.37M Hold
71,712
1.01% 20
2021
Q2
$4.25M Sell
71,712
-40
-0.1% -$2.22K 0.87% 20
2021
Q1
$3.5M Sell
71,752
-13,138
-15% -$588K 0.64% 19
2020
Q4
$3.44M Hold
84,890
0.68% 19
2020
Q3
$2.92M Sell
84,890
-1,479
-2% -$51.7K 0.89% 20
2020
Q2
$2.67M Sell
86,369
-2,735
-3% -$73.5K 0.85% 21
2020
Q1
$2.09M Buy
89,104
+797
+0.9% +$22.9K 0.77% 21
2019
Q4
$2.58M Sell
88,307
-4,276
-5% -$122K 0.67% 19
2019
Q3
$2.49M Sell
92,583
-2,936
-3% -$77.4K 0.85% 19
2019
Q2
$2.41M Hold
95,519
0.71% 19
2019
Q1
$2.24M Sell
95,519
-1,663
-2% -$37.9K 0.78% 20
2018
Q4
$1.91M Sell
97,182
-6,639
-6% -$152K 0.75% 22
2018
Q3
$2.83M Buy
103,821
+2,345
+2% +$62.6K 1.08% 13
2018
Q2
$2.52M Buy
101,476
+5,815
+6% +$129K 1.02% 14
2018
Q1
$1.94M Buy
95,661
+8,809
+10% +$196K 0.71% 19
2017
Q4
$1.87M Buy
86,852
+9,635
+12% +$194K 0.6% 21
2017
Q3
$1.57M Buy
77,217
+27,011
+54% +$512K 0.51% 22
2017
Q2
$934K Buy
+50,206
New +$919K 0.31% 36

Other funds holding KKR

Coastal Bridge Advisors's KKR Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its KKR & Co (KKR) stake by 8% in Q2 2026, selling an estimated $363K and leaving 43,078 shares worth $3.95M. The position accounts for 0.24% of the portfolio, ranked #95.

Coastal Bridge Advisors first reported a position in KKR in Q2 2017 and has held it in 37 quarters since. The position peaked at $7.42M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Coastal Bridge Advisors held 43,078 shares of KKR & Co worth $3.95M as of Q2 2026.
  • Coastal Bridge Advisors sold 3,745 KKR & Co shares in Q2 2026, an estimated $363K.
  • KKR & Co made up 0.24% of Coastal Bridge Advisors's portfolio in Q2 2026, its #95 holding.
  • Coastal Bridge Advisors first reported a position in KKR & Co in Q2 2017 and has held it in 37 quarters since.
  • Coastal Bridge Advisors's KKR & Co position peaked at $7.42M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.