Fifth Third Wealth Advisors’s KKR & Co KKR Stock Holding History

Fifth Third 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	$716K	Buy	7,799 +150	+2%	+$14.5K	0.02%	377
2026 Q1	$708K	Buy	7,649 +340	+5%	+$35.8K	0.02%	330
2025 Q4	$932K	Sell	7,309 -399	-5%	-$49.6K	0.03%	271
2025 Q3	$1M	Sell	7,708 -37	-0.5%	-$5.25K	0.04%	242
2025 Q2	$1.03M	Sell	7,745 -132	-2%	-$15.5K	0.04%	233
2025 Q1	$911K	Buy	7,877 +339	+4%	+$46.6K	0.05%	233
2024 Q4	$1.11M	Sell	7,538 -4	-0.1%	-$587	0.06%	191
2024 Q3	$985K	Buy	7,542 +361	+5%	+$42.7K	0.06%	193
2024 Q2	$756K	Buy	7,181 +5,071	+240%	+$516K	0.06%	197
2024 Q1	$212K	Buy	+2,110	New	+$194K	0.03%	234

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fifth Third Wealth Advisors's KKR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its KKR & Co (KKR) stake by 2% in Q2 2026, buying an estimated $14.5K and bringing the position to 7,799 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #377.

Fifth Third Wealth Advisors first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Fifth Third Wealth Advisors held 7,799 shares of KKR & Co worth $716K as of Q2 2026.
Fifth Third Wealth Advisors bought 150 KKR & Co shares in Q2 2026, an estimated $14.5K.
KKR & Co made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #377 holding.
Fifth Third Wealth Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
Fifth Third Wealth Advisors's KKR & Co position peaked at $1.11M in Q4 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.