EFG
KKR icon

Everhart Financial Group’s KKR & Co KKR Stock Holding History

Everhart Financial 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
Q2 		$266K Sell
2,901
-1,867
-39% -$181K 0.02% 402
2026
Q1 		$441K Buy
4,768
+1,458
+44% +$154K 0.04% 295
2025
Q4 		$422K Buy
3,310
+1,545
+88% +$192K 0.04% 282
2025
Q3 		$229K Buy
+1,765
New +$251K 0.02% 357

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Everhart Financial Group's KKR Position: Q2 2026 in Review

Everhart Financial Group reduced its KKR & Co (KKR) stake by 39% in Q2 2026, selling an estimated $181K and leaving 2,901 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #402.

Everhart Financial Group first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $441K in Q1 2026. 231 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Everhart Financial Group held 2,901 shares of KKR & Co worth $266K as of Q2 2026.
  • Everhart Financial Group sold 1,867 KKR & Co shares in Q2 2026, an estimated $181K.
  • KKR & Co made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #402 holding.
  • Everhart Financial Group first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's KKR & Co position peaked at $441K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.