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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
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 $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

Continuum Advisory's KKR Position: Q1 2026 in Review

Continuum Advisory reduced its KKR & Co (KKR) stake by 43% in Q1 2026, selling an estimated $175K and leaving 2,228 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #431.

Continuum Advisory first reported a position in KKR in Q1 2024 and has held it in 8 quarters since. The position peaked at $495K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Continuum Advisory held 2,228 shares of KKR & Co worth $206K as of Q1 2026.
  • Continuum Advisory sold 1,657 KKR & Co shares in Q1 2026, an estimated $175K.
  • KKR & Co made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #431 holding.
  • Continuum Advisory first reported a position in KKR & Co in Q1 2024 and has held it in 8 quarters since.
  • Continuum Advisory's KKR & Co position peaked at $495K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.