DOA
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D'Orazio & Associates’s KKR & Co KKR Stock Holding History

D'Orazio & Associates’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 		– Sell
-2,400
Closed -$222K – 334
2026
Q1 		$222K Sell
2,400
-26
-1% -$2.74K 0.03% 263
2025
Q4 		$309K Buy
2,426
+18
+0.7% +$2.24K 0.04% 187
2025
Q3 		$313K Buy
2,408
+5
+0.2% +$710 0.04% 177
2025
Q2 		$320K Sell
2,403
-11
-0.5% -$1.29K 0.05% 161
2025
Q1 		$279K Sell
2,414
-18
-0.7% -$2.48K 0.04% 170
2024
Q4 		$360K Buy
2,432
+6
+0.2% +$880 0.05% 122
2024
Q3 		$317K Buy
2,426
+17
+0.7% +$2.01K 0.04% 143
2024
Q2 		$254K Buy
2,409
+19
+0.8% +$1.93K 0.04% 160
2024
Q1 		$240K Buy
+2,390
New +$220K 0.04% 153
2021
Q4 		– Sell
-2,333
Closed -$142K – 417
2021
Q3 		$142K Hold
2,333
– – 0.03% 114
2021
Q2 		$138K Hold
2,333
– – 0.04% 105
2021
Q1 		$114K Buy
2,333
+1,574
+207% +$70.4K 0.03% 108
2020
Q4 		$31K Buy
+759
New +$28.7K 0.01% 186

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

D'Orazio & Associates's KKR Position: Q2 2026 in Review

D'Orazio & Associates sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,400 shares — an estimated $222K sold.

D'Orazio & Associates first reported a position in KKR in Q4 2020 and held it in 13 quarters. The position peaked at $360K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • D'Orazio & Associates reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 2,400 KKR & Co shares in Q2 2026, an estimated $222K.
  • D'Orazio & Associates first reported a position in KKR & Co in Q4 2020 and held it in 13 quarters.
  • D'Orazio & Associates's KKR & Co position peaked at $360K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.