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Colonial Trust Advisors’s KKR & Co KKR Stock Holding History

Colonial Trust 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 		$45.9K Buy
+500
New +$48.5K ﹤0.01% 379

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

Colonial Trust Advisors's KKR Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 500 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings.

1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Colonial Trust Advisors held 500 shares of KKR & Co worth $45.9K as of Q2 2026.
  • KKR & Co was a new Colonial Trust Advisors position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #379 holding.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.