GFA
KKR icon

Gallagher Fiduciary Advisors’s KKR & Co KKR Stock Holding History

Gallagher Fiduciary 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 		$287K Sell
3,130
-10
-0.3% -$970 0.01% 296
2026
Q1 		$290K Buy
3,140
+4
+0.1% +$422 0.01% 275
2025
Q4 		$400K Buy
3,136
+201
+7% +$25K 0.01% 227
2025
Q3 		$381K Buy
2,935
+68
+2% +$9.65K 0.01% 220
2025
Q2 		$381K Sell
2,867
-26
-0.9% -$3.04K 0.01% 220
2025
Q1 		$334K Buy
2,893
+46
+2% +$6.33K 0.01% 221
2024
Q4 		$421K Buy
2,847
+629
+28% +$92.3K 0.08% 168
2024
Q3 		$290K Buy
+2,218
New +$262K 0.06% 202

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

Gallagher Fiduciary Advisors's KKR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its KKR & Co (KKR) stake by 0.32% in Q2 2026, selling an estimated $970 and leaving 3,130 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #296.

Gallagher Fiduciary Advisors first reported a position in KKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $421K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,130 shares of KKR & Co worth $287K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 10 KKR & Co shares in Q2 2026, an estimated $970.
  • KKR & Co made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #296 holding.
  • Gallagher Fiduciary Advisors first reported a position in KKR & Co in Q3 2024 and has held it in 8 quarters since.
  • Gallagher Fiduciary Advisors's KKR & Co position peaked at $421K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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