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

Financial Engines 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 		$588K Buy
6,404
+181
+3% +$17.6K ﹤0.01% 385
2026
Q1 		$576K Sell
6,223
-1,715
-22% -$181K ﹤0.01% 372
2025
Q4 		$1.01M Buy
7,938
+13
+0.2% +$1.62K ﹤0.01% 313
2025
Q3 		$1.03M Buy
7,925
+391
+5% +$55.5K ﹤0.01% 305
2025
Q2 		$1M Buy
+7,534
New +$882K ﹤0.01% 295

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

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

Financial Engines Advisors increased its KKR & Co (KKR) stake by 2.9% in Q2 2026, buying an estimated $17.6K and bringing the position to 6,404 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Financial Engines Advisors first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Financial Engines Advisors held 6,404 shares of KKR & Co worth $588K as of Q2 2026.
  • Financial Engines Advisors bought 181 KKR & Co shares in Q2 2026, an estimated $17.6K.
  • KKR & Co made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #385 holding.
  • Financial Engines Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's KKR & Co position peaked at $1.03M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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