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

Fragasso Financial 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 		$239K Sell
2,604
-273
-9% -$26.5K 0.01% 326
2026
Q1 		$262K Sell
2,877
-1,580
-35% -$167K 0.02% 275
2025
Q4 		$568K Buy
+4,457
New +$554K 0.03% 188

Other funds holding KKR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fragasso Financial Advisors reduced its KKR & Co (KKR) stake by 9.5% in Q2 2026, selling an estimated $26.5K and leaving 2,604 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #326.

Fragasso Financial Advisors first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 595 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Fragasso Financial Advisors held 2,604 shares of KKR & Co worth $239K as of Q2 2026.
  • Fragasso Financial Advisors sold 273 KKR & Co shares in Q2 2026, an estimated $26.5K.
  • KKR & Co made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #326 holding.
  • Fragasso Financial Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Fragasso Financial Advisors's KKR & Co position peaked at $568K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.