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Fi3 Financial Advisors’s KKR & Co KKR Stock Holding History

Fi3 Financial 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 		$205K Sell
586
-2,436
-81% -$236K 0.05% 228
2026
Q1 		$280K Buy
+3,022
New +$319K 0.08% 150

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

Fi3 Financial Advisors's KKR Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its KKR & Co (KKR) stake by 81% in Q2 2026, selling an estimated $236K and leaving 586 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #228.

Fi3 Financial Advisors first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Fi3 Financial Advisors held 586 shares of KKR & Co worth $205K as of Q2 2026.
  • Fi3 Financial Advisors sold 2,436 KKR & Co shares in Q2 2026, an estimated $236K.
  • KKR & Co made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Fi3 Financial Advisors first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Fi3 Financial Advisors's KKR & Co position peaked at $280K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.