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CoreCap Advisors’s KKR & Co KKR Stock Holding History

CoreCap 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
Q3 		$49.3K Buy
540
+22
+4% +$2.25K ﹤0.01% 1412
2026
Q2 		$47.5K Buy
518
+19
+4% +$1.84K ﹤0.01% 1425
2026
Q1 		$46.2K Buy
499
+14
+3% +$1.48K ﹤0.01% 1343
2025
Q4 		$61.8K Buy
485
+3
+0.6% +$373 ﹤0.01% 1224
2025
Q3 		$62.6K Buy
482
+21
+5% +$2.98K ﹤0.01% 1225
2025
Q2 		$61.3K Sell
461
-13
-3% -$1.52K ﹤0.01% 1155
2025
Q1 		$54.8K Sell
474
-15
-3% -$2.06K ﹤0.01% 1139
2024
Q4 		$72.3K Buy
489
+301
+160% +$44.2K ﹤0.01% 1034
2024
Q3 		$24.5K Buy
188
+116
+161% +$13.7K ﹤0.01% 1467
2024
Q2 		$7.58K Buy
72
+64
+800% +$6.52K ﹤0.01% 1105
2024
Q1 		$805 Buy
+8
New +$736 ﹤0.01% 2261
2022
Q4 		$743 Buy
+16
New +$780 ﹤0.01% 2094
2022
Q3 		– Sell
-6
Closed – – 1353
2022
Q2 		$0 Buy
+6
New +$315 ﹤0.01% 2203
2022
Q1 		– Sell
-7,455
Closed -$555K – 1355
2021
Q4 		$555K Buy
+7,455
New +$550K 0.04% 340

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

CoreCap Advisors's KKR Position: Q3 2026 in Review

CoreCap Advisors increased its KKR & Co (KKR) stake by 4.2% in Q3 2026, buying an estimated $2.25K and bringing the position to 540 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

CoreCap Advisors first reported a position in KKR in Q4 2021 and has held it in 14 quarters since. The position peaked at $555K in Q4 2021. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • CoreCap Advisors held 540 shares of KKR & Co worth $49.3K as of Q3 2026.
  • CoreCap Advisors bought 22 KKR & Co shares in Q3 2026, an estimated $2.25K.
  • KKR & Co made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1412 holding.
  • CoreCap Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's KKR & Co position peaked at $555K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.