Fortis Advisors’s KKR & Co KKR Stock Holding History

Fortis 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 Q1	–	Sell	-2,000	Closed	-$255K	–	126
2025 Q4	$255K	Hold	2,000	–	–	0.14%	106
2025 Q3	$260K	Hold	2,000	–	–	0.15%	100
2025 Q2	$266K	Hold	2,000	–	–	0.17%	96
2025 Q1	$231K	Hold	2,000	–	–	0.15%	101
2024 Q4	$296K	Hold	2,000	–	–	0.19%	87
2024 Q3	$261K	Hold	2,000	–	–	0.17%	94
2024 Q2	$210K	Sell	2,000 -500	-20%	-$50.9K	0.15%	93
2024 Q1	$251K	Hold	2,500	–	–	0.17%	89
2023 Q4	$207K	Buy	+2,500	New	+$169K	0.15%	85
2023 Q2	–	Sell	-3,000	Closed	-$158K	–	173
2023 Q1	$158K	Hold	3,000	–	–	0.1%	95
2022 Q4	$139K	Hold	3,000	–	–	0.11%	96
2022 Q3	$129K	Hold	3,000	–	–	0.09%	107
2022 Q2	$139K	Hold	3,000	–	–	0.09%	108
2022 Q1	$175K	Hold	3,000	–	–	0.1%	109
2021 Q4	$224K	Hold	3,000	–	–	0.13%	96
2021 Q3	$183K	Hold	3,000	–	–	0.11%	95
2021 Q2	$178K	Hold	3,000	–	–	0.1%	101
2021 Q1	$147K	Hold	3,000	–	–	0.1%	87
2020 Q4	$121K	Hold	3,000	–	–	0.11%	73
2020 Q3	$103K	Hold	3,000	–	–	0.1%	75
2020 Q2	$93K	Hold	3,000	–	–	0.09%	85
2020 Q1	$70K	Buy	3,000 +1,000	+50%	+$28.7K	0.05%	165
2019 Q4	$58K	Hold	2,000	–	–	0.04%	204
2019 Q3	$54K	Hold	2,000	–	–	0.03%	205
2019 Q2	$51K	Hold	2,000	–	–	0.02%	230
2019 Q1	$47K	Hold	2,000	–	–	0.02%	223
2018 Q4	$39K	Buy	+2,000	New	+$45.7K	0.02%	231

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortis Advisors's KKR Position: Q1 2026 in Review

Fortis Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,000 shares — an estimated $255K sold.

Fortis Advisors first reported a position in KKR in Q4 2018 and held it in 27 quarters. The position peaked at $296K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Fortis Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Fortis Advisors sold 2,000 KKR & Co shares in Q1 2026, an estimated $255K.
Fortis Advisors first reported a position in KKR & Co in Q4 2018 and held it in 27 quarters.
Fortis Advisors's KKR & Co position peaked at $296K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.