CFO
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CVA Family Office’s KKR & Co KKR Stock Holding History

CVA Family Office’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 		$83K Sell
904
-135
-13% -$13.1K 0.01% 512
2026
Q1 		$96.1K Buy
1,039
+334
+47% +$35.2K 0.01% 466
2025
Q4 		$89.9K Buy
705
+130
+23% +$16.2K 0.01% 438
2025
Q3 		$74.7K Hold
575
– – 0.01% 473
2025
Q2 		$76.5K Hold
575
– – 0.01% 462
2025
Q1 		$66.5K Hold
575
– – 0.01% 469
2024
Q4 		$85K Hold
575
– – 0.01% 419
2024
Q3 		$75.1K Hold
575
– – 0.01% 431
2024
Q2 		$60.5K Hold
575
– – 0.01% 456
2024
Q1 		$57.8K Hold
575
– – 0.01% 464
2023
Q4 		$47.6K Buy
+575
New +$38.9K 0.01% 488
2023
Q3 		– Sell
-575
Closed -$32.2K – 621
2023
Q2 		$32.2K Sell
575
-30
-5% -$1.57K 0.01% 532
2023
Q1 		$31.8K Buy
605
+70
+13% +$3.76K 0.01% 517
2022
Q4 		$24.8K Sell
535
-45
-8% -$2.19K 0.01% 526
2022
Q3 		$25K Buy
580
+210
+57% +$10.6K 0.01% 488
2022
Q2 		$17K Sell
370
-845
-70% -$44.3K ﹤0.01% 566
2022
Q1 		$71K Buy
1,215
+660
+119% +$41.5K 0.02% 325
2021
Q4 		$41K Buy
+555
New +$40.9K 0.01% 395
2021
Q3 		– Sell
-505
Closed -$30K – 622
2021
Q2 		$30K Buy
505
+435
+621% +$24.1K 0.01% 437
2021
Q1 		$3K Buy
+70
New +$3.13K ﹤0.01% 678

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

CVA Family Office's KKR Position: Q2 2026 in Review

CVA Family Office reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $13.1K and leaving 904 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #512.

CVA Family Office first reported a position in KKR in Q1 2021 and has held it in 20 quarters since. The position peaked at $96.1K in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • CVA Family Office held 904 shares of KKR & Co worth $83K as of Q2 2026.
  • CVA Family Office sold 135 KKR & Co shares in Q2 2026, an estimated $13.1K.
  • KKR & Co made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #512 holding.
  • CVA Family Office first reported a position in KKR & Co in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's KKR & Co position peaked at $96.1K in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.