Garden State Investment Advisory Services’s KKR & Co KKR Stock Holding History

Garden State Investment Advisory Services’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	$309K	Buy	+3,366	New	+$326K	0.06%	241
2026 Q1	–	Sell	-1,782	Closed	-$227K	–	357
2025 Q4	$227K	Buy	1,782 +52	+3%	+$6.47K	0.05%	272
2025 Q3	$225K	Sell	1,730 -180	-9%	-$25.6K	0.05%	269
2025 Q2	$254K	Buy	1,910 +50	+3%	+$5.85K	0.06%	244
2025 Q1	$215K	Hold	1,860	–	–	0.07%	233
2024 Q4	$275K	Buy	1,860 +260	+16%	+$38.1K	0.08%	200
2024 Q3	$209K	Buy	+1,600	New	+$189K	0.07%	211

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

Garden State Investment Advisory Services's KKR Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in KKR & Co (KKR) in Q2 2026: 3,366 shares worth $309K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in KKR as recently as Q4 2025.

Garden State Investment Advisory Services first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Garden State Investment Advisory Services held 3,366 shares of KKR & Co worth $309K as of Q2 2026.
KKR & Co was a new Garden State Investment Advisory Services position in Q2 2026.
KKR & Co made up 0.06% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #241 holding.
Garden State Investment Advisory Services first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.