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Conservest Capital Advisors’s KKR & Co KKR Stock Holding History

Conservest 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 		– Sell
-1,903
Closed -$243K – 132
2025
Q4 		$243K Buy
1,903
+3
+0.2% +$373 0.02% 117
2025
Q3 		$247K Buy
1,900
+1
+0.1% +$142 0.02% 113
2025
Q2 		$253K Buy
1,899
+7
+0.4% +$819 0.03% 110
2025
Q1 		$219K Buy
1,892
+1
+0.1% +$138 0.02% 102
2024
Q4 		$280K Sell
1,891
-313
-14% -$45.9K 0.03% 92
2024
Q3 		$222K Hold
2,204
– – 0.02% 100
2024
Q2 		$222K Hold
2,204
– – 0.02% 99
2024
Q1 		$222K Buy
+2,204
New +$203K 0.02% 100

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

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

Conservest Capital Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,903 shares — an estimated $243K sold.

Conservest Capital Advisors first reported a position in KKR in Q1 2024 and held it in 8 quarters. The position peaked at $280K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Conservest Capital Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 1,903 KKR & Co shares in Q1 2026, an estimated $243K.
  • Conservest Capital Advisors first reported a position in KKR & Co in Q1 2024 and held it in 8 quarters.
  • Conservest Capital Advisors's KKR & Co position peaked at $280K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Conservest Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.