Empower Advisory Group
KKR icon

Empower Advisory Group’s KKR & Co KKR Stock Holding History

Empower Advisory Group’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 		$33.2M Sell
359,403
-98,721
-22% -$10.4M 0.09% 129
2025
Q4 		$58.4M Sell
458,124
-10,615
-2% -$1.32M 0.16% 112
2025
Q3 		$60.9M Buy
468,739
+12,726
+3% +$1.81M 0.17% 113
2025
Q2 		$60.7M Buy
456,013
+156,181
+52% +$18.3M 0.18% 113
2025
Q1 		$34.7M Buy
+299,832
New +$41.3M 0.11% 126

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

Empower Advisory Group's KKR Position: Q1 2026 in Review

Empower Advisory Group reduced its KKR & Co (KKR) stake by 22% in Q1 2026, selling an estimated $10.4M and leaving 359,403 shares worth $33.2M. The position accounts for 0.09% of the portfolio, ranked #129.

Empower Advisory Group first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $60.9M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Empower Advisory Group held 359,403 shares of KKR & Co worth $33.2M as of Q1 2026.
  • Empower Advisory Group sold 98,721 KKR & Co shares in Q1 2026, an estimated $10.4M.
  • KKR & Co made up 0.09% of Empower Advisory Group's portfolio in Q1 2026, its #129 holding.
  • Empower Advisory Group first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Empower Advisory Group's KKR & Co position peaked at $60.9M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.