Cornerstone Advisory
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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
Q3 		$339K Buy
3,712
+42
+1% +$4.29K 0.03% 206
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Cornerstone Advisory's KKR Position: Q3 2026 in Review

Cornerstone Advisory increased its KKR & Co (KKR) stake by 1.1% in Q3 2026, buying an estimated $4.29K and bringing the position to 3,712 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #206.

Cornerstone Advisory first reported a position in KKR in Q4 2021 and has held it in 13 quarters since. The position peaked at $443K in Q4 2024. 655 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Cornerstone Advisory held 3,712 shares of KKR & Co worth $339K as of Q3 2026.
  • Cornerstone Advisory bought 42 KKR & Co shares in Q3 2026, an estimated $4.29K.
  • KKR & Co made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #206 holding.
  • Cornerstone Advisory first reported a position in KKR & Co in Q4 2021 and has held it in 13 quarters since.
  • Cornerstone Advisory's KKR & Co position peaked at $443K in Q4 2024.
  • 655 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.