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Cornerstone Advisory’s KKR & Co KKR Stock Holding History

Cornerstone 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 		$337K Buy
3,670
+205
+6% +$19.9K 0.03% 205
2026
Q1 		$321K Buy
3,465
+45
+1% +$4.74K 0.03% 204
2025
Q4 		$436K Buy
3,420
+231
+7% +$28.7K 0.04% 163
2025
Q3 		$414K Buy
3,189
+92
+3% +$13.1K 0.04% 163
2025
Q2 		$412K Buy
3,097
+89
+3% +$10.4K 0.04% 161
2025
Q1 		$342K Sell
3,008
-140
-4% -$19.3K 0.04% 171
2024
Q4 		$443K Buy
3,148
+143
+5% +$21K 0.05% 152
2024
Q3 		$392K Buy
3,005
+120
+4% +$14.2K 0.05% 151
2024
Q2 		$304K Sell
2,885
-200
-6% -$20.4K 0.04% 168
2024
Q1 		$310K Hold
3,085
– – 0.04% 180
2023
Q4 		$256K Buy
+3,085
New +$209K 0.04% 196
2022
Q1 		– Sell
-4,075
Closed -$304K – 503
2021
Q4 		$304K Buy
+4,075
New +$301K 0.04% 208

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cornerstone Advisory's KKR Position: Q2 2026 in Review

Cornerstone Advisory increased its KKR & Co (KKR) stake by 5.9% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,670 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #205.

Cornerstone Advisory first reported a position in KKR in Q4 2021 and has held it in 12 quarters since. The position peaked at $443K in Q4 2024. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cornerstone Advisory held 3,670 shares of KKR & Co worth $337K as of Q2 2026.
  • Cornerstone Advisory bought 205 KKR & Co shares in Q2 2026, an estimated $19.9K.
  • KKR & Co made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #205 holding.
  • Cornerstone Advisory first reported a position in KKR & Co in Q4 2021 and has held it in 12 quarters since.
  • Cornerstone Advisory's KKR & Co position peaked at $443K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.