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Foundations Investment Advisors’s KKR & Co KKR Stock Holding History

Foundations Investment 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 		$299K Buy
3,258
+436
+15% +$42.3K ﹤0.01% 967
2026
Q1 		$261K Sell
2,822
-217
-7% -$22.9K ﹤0.01% 970
2025
Q4 		$387K Sell
3,039
-2,068
-40% -$257K 0.01% 803
2025
Q3 		$664K Buy
5,107
+2,727
+115% +$387K 0.01% 581
2025
Q2 		$317K Buy
2,380
+84
+4% +$9.83K 0.01% 720
2025
Q1 		$265K Buy
2,296
+142
+7% +$19.5K ﹤0.01% 751
2024
Q4 		$319K Buy
2,154
+41
+2% +$6.01K 0.01% 646
2024
Q3 		$276K Sell
2,113
-48
-2% -$5.68K 0.01% 660
2024
Q2 		$227K Buy
2,161
+41
+2% +$4.17K 0.01% 689
2024
Q1 		$213K Buy
+2,120
New +$195K 0.01% 668

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's KKR Position: Q2 2026 in Review

Foundations Investment Advisors increased its KKR & Co (KKR) stake by 15% in Q2 2026, buying an estimated $42.3K and bringing the position to 3,258 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Foundations Investment Advisors first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $664K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Foundations Investment Advisors held 3,258 shares of KKR & Co worth $299K as of Q2 2026.
  • Foundations Investment Advisors bought 436 KKR & Co shares in Q2 2026, an estimated $42.3K.
  • KKR & Co made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #967 holding.
  • Foundations Investment Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's KKR & Co position peaked at $664K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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