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Fort Sheridan Advisors’s KKR & Co KKR Stock Holding History

Fort Sheridan 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 		$454K Sell
4,946
-266
-5% -$25.8K 0.05% 204
2026
Q1 		$482K Buy
5,212
+976
+23% +$103K 0.06% 191
2025
Q4 		$540K Sell
4,236
-59
-1% -$7.34K 0.07% 160
2025
Q3 		$558K Buy
4,295
+366
+9% +$52K 0.07% 154
2025
Q2 		$523K Sell
3,929
-99
-2% -$11.6K 0.07% 153
2025
Q1 		$466K Hold
4,028
– – 0.07% 161
2024
Q4 		$596K Buy
4,028
+561
+16% +$82.3K 0.09% 139
2024
Q3 		$453K Sell
3,467
-562
-14% -$66.5K 0.07% 161
2024
Q2 		$424K Sell
4,029
-153
-4% -$15.6K 0.07% 163
2024
Q1 		$421K Buy
4,182
+1
+0% +$92 0.08% 147
2023
Q4 		$346K Buy
4,181
+103
+3% +$6.97K 0.07% 150
2023
Q3 		$251K Buy
4,078
+103
+3% +$6.25K 0.06% 159
2023
Q2 		$223K Buy
+3,975
New +$208K 0.05% 178

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

Fort Sheridan Advisors's KKR Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its KKR & Co (KKR) stake by 5.1% in Q2 2026, selling an estimated $25.8K and leaving 4,946 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #204.

Fort Sheridan Advisors first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $596K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Fort Sheridan Advisors held 4,946 shares of KKR & Co worth $454K as of Q2 2026.
  • Fort Sheridan Advisors sold 266 KKR & Co shares in Q2 2026, an estimated $25.8K.
  • KKR & Co made up 0.05% of Fort Sheridan Advisors's portfolio in Q2 2026, its #204 holding.
  • Fort Sheridan Advisors first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
  • Fort Sheridan Advisors's KKR & Co position peaked at $596K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.