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Element Pointe Advisors’s KKR & Co KKR Stock Holding History

Element Pointe 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
Q2 		$976K Sell
10,635
-170
-2% -$16.5K 0.16% 44
2026
Q1 		$999K Hold
10,805
– – 0.19% 39
2025
Q4 		$1.38M Sell
10,805
-262
-2% -$32.6K 0.27% 34
2025
Q3 		$1.44M Buy
11,067
+139
+1% +$19.7K 0.31% 35
2025
Q2 		$1.45M Hold
10,928
– – 0.35% 29
2025
Q1 		$1.26M Sell
10,928
-184
-2% -$25.3K 0.31% 26
2024
Q4 		$1.64M Hold
11,112
– – 0.39% 22
2024
Q3 		$1.45M Sell
11,112
-890
-7% -$105K 0.35% 25
2024
Q2 		$1.26M Hold
12,002
– – 0.32% 28
2024
Q1 		$1.21M Hold
12,002
– – 0.31% 29
2023
Q4 		$994K Sell
12,002
-346
-3% -$23.4K 0.24% 39
2023
Q3 		$761K Hold
12,348
– – 0.2% 39
2023
Q2 		$691K Hold
12,348
– – 0.18% 39
2023
Q1 		$649K Hold
12,348
– – 0.18% 40
2022
Q4 		$573K Sell
12,348
-2,471
-17% -$120K 0.18% 38
2022
Q3 		$637K Sell
14,819
-76
-0.5% -$3.84K 0.37% 30
2022
Q2 		$689K Sell
14,895
-3,502
-19% -$184K 0.29% 35
2022
Q1 		$1.08M Sell
18,397
-6,346
-26% -$399K 0.36% 36
2021
Q4 		$1.84M Buy
24,743
+3,967
+19% +$293K 0.57% 30
2021
Q3 		$1.26M Sell
20,776
-10,493
-34% -$659K 0.43% 41
2021
Q2 		$1.86M Buy
31,269
+1,190
+4% +$66K 0.56% 34
2021
Q1 		$1.47M Buy
30,079
+1,515
+5% +$67.8K 0.49% 38
2020
Q4 		$1.16M Buy
28,564
+8,315
+41% +$314K 0.43% 44
2020
Q3 		$695K Hold
20,249
– – 0.31% 55
2020
Q2 		$625K Hold
20,249
– – 0.32% 47
2020
Q1 		$475K Buy
+20,249
New +$581K 0.29% 40
2019
Q4 		– Sell
-18,832
Closed -$506K – 95
2019
Q3 		$506K Sell
18,832
-422
-2% -$11.1K 0.29% 39
2019
Q2 		$487K Hold
19,254
– – 0.27% 42
2019
Q1 		$452K Buy
19,254
+76
+0.4% +$1.73K 0.27% 41
2018
Q4 		$376K Buy
+19,178
New +$439K 0.24% 46

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

Element Pointe Advisors's KKR Position: Q2 2026 in Review

Element Pointe Advisors reduced its KKR & Co (KKR) stake by 1.6% in Q2 2026, selling an estimated $16.5K and leaving 10,635 shares worth $976K. The position accounts for 0.16% of the portfolio, ranked #44.

Element Pointe Advisors first reported a position in KKR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.86M in Q2 2021. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Element Pointe Advisors held 10,635 shares of KKR & Co worth $976K as of Q2 2026.
  • Element Pointe Advisors sold 170 KKR & Co shares in Q2 2026, an estimated $16.5K.
  • KKR & Co made up 0.16% of Element Pointe Advisors's portfolio in Q2 2026, its #44 holding.
  • Element Pointe Advisors first reported a position in KKR & Co in Q4 2018 and has held it in 30 quarters since.
  • Element Pointe Advisors's KKR & Co position peaked at $1.86M in Q2 2021.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.