Diversify Advisory Services’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$282K Buy
+2,777
New +$269K ﹤0.01% 1076
2026
Q1
Sell
-6,733
Closed -$885K 580
2025
Q4
$885K Buy
6,733
+372
+6% +$46.3K 0.03% 428
2025
Q3
$748K Buy
6,361
+1,698
+36% +$241K 0.03% 445
2025
Q2
$687K Buy
4,663
+1,406
+43% +$165K 0.03% 430
2025
Q1
$372K Buy
3,257
+158
+5% +$21.7K 0.02% 428
2024
Q4
$437K Buy
+3,099
New +$455K 0.02% 388

Other funds holding KKR

Diversify Advisory Services's KKR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in KKR & Co (KKR) in Q2 2026: 2,777 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in KKR as recently as Q4 2025.

Diversify Advisory Services first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $885K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Diversify Advisory Services held 2,777 shares of KKR & Co worth $282K as of Q2 2026.
  • KKR & Co was a new Diversify Advisory Services position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1076 holding.
  • Diversify Advisory Services first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's KKR & Co position peaked at $885K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.