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

Flagship 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 		$18.4K Buy
+200
New +$19.4K ﹤0.01% 363

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

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

Flagship Wealth Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 200 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Flagship Wealth Advisors held 200 shares of KKR & Co worth $18.4K as of Q2 2026.
  • KKR & Co was a new Flagship Wealth Advisors position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.