DHJJ Financial Advisors’s KKR & Co KKR Stock Holding History

DHJJ Financial 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	$918	Hold	10	–	–	﹤0.01%	839
2026 Q1	$925	Hold	10	–	–	﹤0.01%	828
2025 Q4	$1.27K	Hold	10	–	–	﹤0.01%	756
2025 Q3	$1.3K	Hold	10	–	–	﹤0.01%	731
2025 Q2	$1.33K	Hold	10	–	–	﹤0.01%	712
2025 Q1	$1.16K	Hold	10	–	–	﹤0.01%	679
2024 Q4	$1.48K	Hold	10	–	–	﹤0.01%	630
2024 Q3	$1.31K	Hold	10	–	–	﹤0.01%	619
2024 Q2	$1.05K	Hold	10	–	–	﹤0.01%	597
2024 Q1	$1.01K	Hold	10	–	–	﹤0.01%	585
2023 Q4	$829	Hold	10	–	–	﹤0.01%	585
2023 Q3	$616	Buy	+10	New	+$607	﹤0.01%	604

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DHJJ Financial Advisors's KKR Position: Q2 2026 in Review

DHJJ Financial Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 10 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #839.

DHJJ Financial Advisors first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.48K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

DHJJ Financial Advisors held 10 shares of KKR & Co worth $918 as of Q2 2026.
DHJJ Financial Advisors left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #839 holding.
DHJJ Financial Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's KKR & Co position peaked at $1.48K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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