E&G Advisors’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
Q1 | $850K | Buy |
9,186
+204
| +2% | +$21.5K | 0.19% | 97 |
|
|
2025
Q4 | $1.15M | Hold |
8,982
| – | – | 0.26% | 77 |
|
|
2025
Q3 | $1.17M | Buy |
8,982
+62
| +0.7% | +$8.8K | 0.27% | 71 |
|
|
2025
Q2 | $1.19M | Buy |
8,920
+220
| +3% | +$25.8K | 0.31% | 63 |
|
|
2025
Q1 | $1.01M | Sell |
8,700
-200
| -2% | -$27.5K | 0.28% | 71 |
|
|
2024
Q4 | $1.32M | Buy |
8,900
+300
| +3% | +$44K | 0.36% | 60 |
|
|
2024
Q3 | $1.12M | Hold |
8,600
| – | – | 0.31% | 68 |
|
|
2024
Q2 | $905K | Sell |
8,600
-26
| -0.3% | -$2.65K | 0.27% | 76 |
|
|
2024
Q1 | $868K | Sell |
8,626
-100
| -1% | -$9.2K | 0.27% | 80 |
|
|
2023
Q4 | $723K | Buy |
8,726
+126
| +1% | +$8.53K | 0.26% | 82 |
|
|
2023
Q3 | $530K | Hold |
8,600
| – | – | 0.19% | 105 |
|
|
2023
Q2 | $482K | Sell |
8,600
-400
| -4% | -$21K | 0.17% | 117 |
|
|
2023
Q1 | $473K | Hold |
9,000
| – | – | 0.18% | 118 |
|
|
2022
Q4 | $418K | Hold |
9,000
| – | – | 0.16% | 130 |
|
|
2022
Q3 | $387K | Hold |
9,000
| – | – | 0.14% | 136 |
|
|
2022
Q2 | $417K | Hold |
9,000
| – | – | 0.14% | 136 |
|
|
2022
Q1 | $526K | Hold |
9,000
| – | – | 0.14% | 127 |
|
|
2021
Q4 | $670K | Hold |
9,000
| – | – | 0.17% | 114 |
|
|
2021
Q3 | $548K | Buy |
+9,000
| New | +$565K | 0.15% | 122 |
|
|
2021
Q2 | – | Sell |
-9,000
| Closed | -$499K | – | 126 |
|
|
2021
Q1 | $440K | Sell |
9,000
-500
| -5% | -$22.4K | 0.13% | 135 |
|
|
2020
Q4 | $385K | Hold |
9,500
| – | – | 0.12% | 138 |
|
|
2020
Q3 | $326K | Hold |
9,500
| – | – | 0.11% | 135 |
|
|
2020
Q2 | $293K | Hold |
9,500
| – | – | 0.11% | 141 |
|
|
2020
Q1 | $223K | Sell |
9,500
-3,500
| -27% | -$101K | 0.11% | 152 |
|
|
2019
Q4 | $379K | Hold |
13,000
| – | – | 0.14% | 140 |
|
|
2019
Q3 | $349K | Sell |
13,000
-500
| -4% | -$13.2K | 0.14% | 140 |
|
|
2019
Q2 | $341K | Hold |
13,500
| – | – | 0.15% | 138 |
|
|
2019
Q1 | $317K | Sell |
13,500
-4,500
| -25% | -$102K | 0.14% | 148 |
|
|
2018
Q4 | $353K | Sell |
18,000
-2,500
| -12% | -$57.2K | 0.16% | 141 |
|
|
2018
Q3 | $559K | Buy |
20,500
+1,000
| +5% | +$26.7K | 0.21% | 125 |
|
|
2018
Q2 | $485K | Sell |
19,500
-6,196
| -24% | -$138K | 0.2% | 119 |
|
|
2018
Q1 | $522K | Buy |
25,696
+1,609
| +7% | +$35.8K | 0.22% | 106 |
|
|
2017
Q4 | $507K | Buy |
24,087
+3,910
| +19% | +$78.5K | 0.21% | 101 |
|
|
2017
Q3 | $410K | Buy |
20,177
+2,011
| +11% | +$38.2K | 0.19% | 111 |
|
|
2017
Q2 | $338K | Buy |
18,166
+5,011
| +38% | +$91.7K | 0.16% | 119 |
|
|
2017
Q1 | $240K | Buy |
+13,155
| New | +$234K | 0.12% | 137 |
|
Other funds holding KKR
VCM
E&G Advisors's KKR Position: Q1 2026 in Review
E&G Advisors increased its KKR & Co (KKR) stake by 2.3% in Q1 2026, buying an estimated $21.5K and bringing the position to 9,186 shares worth $850K. The position accounts for 0.19% of the portfolio, ranked #97.
E&G Advisors first reported a position in KKR in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.32M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- E&G Advisors held 9,186 shares of KKR & Co worth $850K as of Q1 2026.
- E&G Advisors bought 204 KKR & Co shares in Q1 2026, an estimated $21.5K.
- KKR & Co made up 0.19% of E&G Advisors's portfolio in Q1 2026, its #97 holding.
- E&G Advisors first reported a position in KKR & Co in Q1 2017 and has held it in 36 quarters since.
- E&G Advisors's KKR & Co position peaked at $1.32M in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.