Frank Rimerman Advisors’s KKR & Co KKR Stock Holding History

Frank Rimerman 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	$250K	Buy	2,721 +173	+7%	+$16.8K	0.01%	554
2026 Q1	$236K	Sell	2,548 -2,439	-49%	-$257K	0.02%	545
2025 Q4	$636K	Buy	4,987 +2,383	+92%	+$296K	0.04%	323
2025 Q3	$338K	Buy	2,604 +74	+3%	+$10.5K	0.02%	459
2025 Q2	$337K	Sell	2,530 -534	-17%	-$62.5K	0.02%	427
2025 Q1	$354K	Sell	3,064 -1,810	-37%	-$249K	0.03%	377
2024 Q4	$721K	Buy	4,874 +2,055	+73%	+$302K	0.05%	242
2024 Q3	$368K	Buy	2,819 +559	+25%	+$66.1K	0.03%	385
2024 Q2	$238K	Buy	+2,260	New	+$230K	0.02%	492

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Frank Rimerman Advisors's KKR Position: Q2 2026 in Review

Frank Rimerman Advisors increased its KKR & Co (KKR) stake by 6.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,721 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #554.

Frank Rimerman Advisors first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $721K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Frank Rimerman Advisors held 2,721 shares of KKR & Co worth $250K as of Q2 2026.
Frank Rimerman Advisors bought 173 KKR & Co shares in Q2 2026, an estimated $16.8K.
KKR & Co made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #554 holding.
Frank Rimerman Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's KKR & Co position peaked at $721K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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