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Continuum Advisory’s KKR & Co KKR Stock Holding History

Continuum Advisory’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 		$69.6K Sell
758
-1,470
-66% -$143K 0.01% 725
2026
Q1 		$206K Sell
2,228
-1,657
-43% -$175K 0.02% 431
2025
Q4 		$495K Buy
3,885
+1,677
+76% +$209K 0.05% 279
2025
Q3 		$287K Buy
+2,208
New +$313K 0.03% 367
2025
Q2 		– Sell
-37
Closed -$4.28K – 1056
2025
Q1 		$4.28K Sell
37
-5
-12% -$688 ﹤0.01% 1148
2024
Q4 		$6.21K Hold
42
– – ﹤0.01% 1093
2024
Q3 		$6.32K Buy
42
+37
+740% +$4.38K ﹤0.01% 1101
2024
Q2 		$526 Hold
5
– – ﹤0.01% 1592
2024
Q1 		$511 Buy
+5
New +$460 ﹤0.01% 1603

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

Continuum Advisory's KKR Position: Q2 2026 in Review

Continuum Advisory reduced its KKR & Co (KKR) stake by 66% in Q2 2026, selling an estimated $143K and leaving 758 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #725.

Continuum Advisory first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $495K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Continuum Advisory held 758 shares of KKR & Co worth $69.6K as of Q2 2026.
  • Continuum Advisory sold 1,470 KKR & Co shares in Q2 2026, an estimated $143K.
  • KKR & Co made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #725 holding.
  • Continuum Advisory first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's KKR & Co position peaked at $495K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.