CIA
KKR icon

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 		– Sell
-1,600
Closed -$148K – 2158
2026
Q1 		$148K Buy
+1,600
New +$169K ﹤0.01% 1786

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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. 493 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.
  • 493 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.