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Concurrent Investment Advisors’s KKR & Co KKR Stock Holding History

Concurrent Investment 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 		$8.24M Buy
89,759
+53,770
+149% +$5.21M 0.07% 308
2026
Q1 		$3.33M Buy
35,989
+16,261
+82% +$1.71M 0.04% 460
2025
Q4 		$2.51M Buy
19,728
+10,982
+126% +$1.37M 0.03% 504
2025
Q3 		$1.14M Buy
8,746
+2,332
+36% +$331K 0.02% 616
2025
Q2 		$853K Sell
6,414
-3,675
-36% -$430K 0.02% 651
2025
Q1 		$1.17M Buy
10,089
+3,667
+57% +$505K 0.03% 497
2024
Q4 		$950K Sell
6,422
-111
-2% -$16.3K 0.03% 502
2024
Q3 		$853K Buy
6,533
+985
+18% +$117K 0.03% 503
2024
Q2 		$584K Sell
5,548
-4,909
-47% -$500K 0.02% 551
2024
Q1 		$1.05M Buy
10,457
+6,221
+147% +$572K 0.04% 363
2023
Q4 		$351K Buy
+4,236
New +$287K 0.02% 603

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

Concurrent Investment Advisors's KKR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its KKR & Co (KKR) stake by 149% in Q2 2026, buying an estimated $5.21M and bringing the position to 89,759 shares worth $8.24M. The position accounts for 0.07% of the portfolio, ranked #308.

Concurrent Investment Advisors first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Concurrent Investment Advisors held 89,759 shares of KKR & Co worth $8.24M as of Q2 2026.
  • Concurrent Investment Advisors bought 53,770 KKR & Co shares in Q2 2026, an estimated $5.21M.
  • KKR & Co made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #308 holding.
  • Concurrent Investment Advisors first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.