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Dumont & Blake Investment Advisors’s KKR & Co KKR Stock Holding History

Dumont & Blake 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
-2,000
Closed -$255K – 212
2025
Q4 		$255K Hold
2,000
– – 0.06% 173
2025
Q3 		$260K Hold
2,000
– – 0.06% 172
2025
Q2 		$266K Sell
2,000
-29
-1% -$3.4K 0.07% 169
2025
Q1 		$235K Hold
2,029
– – 0.07% 175
2024
Q4 		$300K Buy
2,029
+29
+1% +$4.25K 0.08% 165
2024
Q3 		$261K Sell
2,000
-2,000
-50% -$237K 0.07% 177
2024
Q2 		$421K Buy
4,000
+2,000
+100% +$204K 0.06% 183
2024
Q1 		$201K Buy
+2,000
New +$184K 0.06% 190

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

Dumont & Blake Investment Advisors's KKR Position: Q1 2026 in Review

Dumont & Blake Investment Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,000 shares — an estimated $255K sold.

Dumont & Blake Investment Advisors first reported a position in KKR in Q1 2024 and held it in 8 quarters. The position peaked at $421K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Dumont & Blake Investment Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 2,000 KKR & Co shares in Q1 2026, an estimated $255K.
  • Dumont & Blake Investment Advisors first reported a position in KKR & Co in Q1 2024 and held it in 8 quarters.
  • Dumont & Blake Investment Advisors's KKR & Co position peaked at $421K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.