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Crewe Advisors’s KKR & Co KKR Stock Holding History

Crewe 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 		$68.5K Buy
746
+32
+4% +$3.1K 0.01% 392
2026
Q1 		$66.1K Buy
714
+553
+343% +$58.3K 0.01% 350
2025
Q4 		$20.6K Buy
161
+8
+5% +$995 ﹤0.01% 484
2025
Q3 		$19.9K Buy
+153
New +$21.7K ﹤0.01% 497
2024
Q4 		– Sell
-153
Closed -$20K – 732
2024
Q3 		$20K Buy
153
+28
+22% +$3.31K ﹤0.01% 401
2024
Q2 		$13.2K Sell
125
-343
-73% -$34.9K ﹤0.01% 633
2024
Q1 		$47.1K Buy
+468
New +$43K 0.01% 368
2023
Q3 		– Sell
-1,852
Closed -$104K – 759
2023
Q2 		$104K Sell
1,852
-491
-21% -$25.7K 0.01% 199
2023
Q1 		$123K Hold
2,343
– – 0.02% 208
2022
Q4 		$109K Sell
2,343
-66
-3% -$3.22K 0.02% 211
2022
Q3 		$104K Hold
2,409
– – 0.02% 223
2022
Q2 		$112K Buy
2,409
+2,259
+1,506% +$119K 0.02% 194
2022
Q1 		$9K Buy
+150
New +$9.44K ﹤0.01% 366

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

Crewe Advisors's KKR Position: Q2 2026 in Review

Crewe Advisors increased its KKR & Co (KKR) stake by 4.5% in Q2 2026, buying an estimated $3.1K and bringing the position to 746 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #392.

Crewe Advisors first reported a position in KKR in Q1 2022 and has held it in 13 quarters since. The position peaked at $123K in Q1 2023. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Crewe Advisors held 746 shares of KKR & Co worth $68.5K as of Q2 2026.
  • Crewe Advisors bought 32 KKR & Co shares in Q2 2026, an estimated $3.1K.
  • KKR & Co made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #392 holding.
  • Crewe Advisors first reported a position in KKR & Co in Q1 2022 and has held it in 13 quarters since.
  • Crewe Advisors's KKR & Co position peaked at $123K in Q1 2023.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.