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Garton & Associates Financial Advisors’s KKR & Co KKR Stock Holding History

Garton & Associates 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
Q1 		– Sell
-230
Closed -$29.3K – 425
2025
Q4 		$29.3K Buy
+230
New +$28.6K 0.02% 520

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Garton & Associates Financial Advisors's KKR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 230 shares — an estimated $29.3K sold.

Garton & Associates Financial Advisors first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $29.3K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 230 KKR & Co shares in Q1 2026, an estimated $29.3K.
  • Garton & Associates Financial Advisors first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's KKR & Co position peaked at $29.3K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.