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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
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

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

CoreCap Advisors's KKR Position: Q2 2026 in Review

CoreCap Advisors increased its KKR & Co (KKR) stake by 3.8% in Q2 2026, buying an estimated $1.84K and bringing the position to 518 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

CoreCap Advisors first reported a position in KKR in Q4 2021 and has held it in 13 quarters since. The position peaked at $555K in Q4 2021. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • CoreCap Advisors held 518 shares of KKR & Co worth $47.5K as of Q2 2026.
  • CoreCap Advisors bought 19 KKR & Co shares in Q2 2026, an estimated $1.84K.
  • KKR & Co made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1425 holding.
  • CoreCap Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's KKR & Co position peaked at $555K in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.