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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Element Pointe Advisors's KKR Position: Q1 2026 in Review

Element Pointe Advisors held its KKR & Co (KKR) position steady in Q1 2026 at 10,805 shares worth $999K. The position accounts for 0.19% of the portfolio, ranked #39.

Element Pointe Advisors first reported a position in KKR in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.86M in Q2 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Element Pointe Advisors held 10,805 shares of KKR & Co worth $999K as of Q1 2026.
  • Element Pointe Advisors left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.19% of Element Pointe Advisors's portfolio in Q1 2026, its #39 holding.
  • Element Pointe Advisors first reported a position in KKR & Co in Q4 2018 and has held it in 29 quarters since.
  • Element Pointe Advisors's KKR & Co position peaked at $1.86M in Q2 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.