DIA
KKR icon

Dana Investment Advisors’s KKR & Co KKR Stock Holding History

Dana Investment 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
Q1 		– Sell
-3,248
Closed -$414K – 572
2025
Q4 		$414K Sell
3,248
-416
-11% -$51.7K 0.01% 483
2025
Q3 		$476K Hold
3,664
– – 0.01% 466
2025
Q2 		$487K Sell
3,664
-107
-3% -$12.5K 0.02% 458
2025
Q1 		$436K Sell
3,771
-310
-8% -$42.6K 0.02% 462
2024
Q4 		$604K Sell
4,081
-412
-9% -$60.4K 0.02% 444
2024
Q3 		$587K Hold
4,493
– – 0.02% 435
2024
Q2 		$473K Buy
4,493
+15
+0.3% +$1.53K 0.02% 441
2024
Q1 		$450K Sell
4,478
-2,452
-35% -$226K 0.02% 448
2023
Q4 		$574K Buy
6,930
+171
+3% +$11.6K 0.03% 311
2023
Q3 		$416K Buy
+6,759
New +$410K 0.02% 335

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dana Investment Advisors's KKR Position: Q1 2026 in Review

Dana Investment Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 3,248 shares — an estimated $414K sold.

Dana Investment Advisors first reported a position in KKR in Q3 2023 and held it in 10 quarters. The position peaked at $604K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Dana Investment Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 3,248 KKR & Co shares in Q1 2026, an estimated $414K.
  • Dana Investment Advisors first reported a position in KKR & Co in Q3 2023 and held it in 10 quarters.
  • Dana Investment Advisors's KKR & Co position peaked at $604K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.