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EverSource Wealth Advisors’s KKR & Co KKR Stock Holding History

EverSource Wealth 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 		$9.94M Sell
108,313
-7,496
-6% -$727K 0.33% 64
2026
Q1 		$10.7M Buy
115,809
+12,616
+12% +$1.33M 0.33% 64
2025
Q4 		$13.2M Buy
103,193
+1,902
+2% +$237K 0.48% 53
2025
Q3 		$13.2M Buy
101,291
+900
+0.9% +$128K 0.52% 45
2025
Q2 		$13.4M Buy
100,391
+2,827
+3% +$331K 0.6% 37
2025
Q1 		$11.3M Sell
97,564
-474
-0.5% -$65.2K 0.62% 34
2024
Q4 		$14.5M Sell
98,038
-304
-0.3% -$44.6K 0.82% 27
2024
Q3 		$12.8M Sell
98,342
-1,089
-1% -$129K 0.81% 27
2024
Q2 		$12.3M Buy
99,431
+1,876
+2% +$191K 0.82% 28
2024
Q1 		$9.08M Sell
97,555
-1,874
-2% -$172K 0.71% 32
2023
Q4 		$8.24M Sell
99,429
-4,102
-4% -$278K 0.75% 27
2023
Q3 		$6.38M Buy
103,531
+1,762
+2% +$107K 0.68% 37
2023
Q2 		$5.7M Buy
101,769
+211
+0.2% +$11.1K 0.63% 38
2023
Q1 		$5.33M Buy
101,558
+990
+1% +$53.1K 0.66% 33
2022
Q4 		$4.67M Buy
100,568
+100,551
+591,476% +$4.9M 0.71% 28
2022
Q3 		$1K Buy
+17
New +$859 ﹤0.01% 1838

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

EverSource Wealth Advisors's KKR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its KKR & Co (KKR) stake by 6.5% in Q2 2026, selling an estimated $727K and leaving 108,313 shares worth $9.94M. The position accounts for 0.33% of the portfolio, ranked #64.

EverSource Wealth Advisors first reported a position in KKR in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.5M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • EverSource Wealth Advisors held 108,313 shares of KKR & Co worth $9.94M as of Q2 2026.
  • EverSource Wealth Advisors sold 7,496 KKR & Co shares in Q2 2026, an estimated $727K.
  • KKR & Co made up 0.33% of EverSource Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • EverSource Wealth Advisors first reported a position in KKR & Co in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's KKR & Co position peaked at $14.5M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.