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Drake & Associates’s KKR & Co KKR Stock Holding History

Drake & 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
-5,487
Closed -$508K – 113
2026
Q1 		$508K Sell
5,487
-1,833
-25% -$193K 0.1% 74
2025
Q4 		$933K Buy
7,320
+104
+1% +$12.9K 0.19% 58
2025
Q3 		$858K Buy
7,216
+1,965
+37% +$279K 0.18% 63
2025
Q2 		$699K Buy
+5,251
New +$615K 0.17% 60

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

Drake & Associates's KKR Position: Q2 2026 in Review

Drake & Associates sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 5,487 shares — an estimated $508K sold.

Drake & Associates first reported a position in KKR in Q2 2025 and held it in 4 quarters. The position peaked at $933K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Drake & Associates reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Drake & Associates sold 5,487 KKR & Co shares in Q2 2026, an estimated $508K.
  • Drake & Associates first reported a position in KKR & Co in Q2 2025 and held it in 4 quarters.
  • Drake & Associates's KKR & Co position peaked at $933K in Q4 2025.
  • 1,272 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.