GIA
KKR icon

GHP Investment Advisors’s KKR & Co KKR Stock Holding History

GHP Investment 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 		$54K Buy
588
+170
+41% +$16.5K ﹤0.01% 554
2026
Q1 		$38.7K Buy
+418
New +$44.1K ﹤0.01% 586
2025
Q1 		– Sell
-36
Closed -$5.33K – 1008
2024
Q4 		$5.33K Buy
+36
New +$5.28K ﹤0.01% 785

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

GHP Investment Advisors's KKR Position: Q2 2026 in Review

GHP Investment Advisors increased its KKR & Co (KKR) stake by 41% in Q2 2026, buying an estimated $16.5K and bringing the position to 588 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

GHP Investment Advisors first reported a position in KKR in Q4 2024 and has held it in 3 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • GHP Investment Advisors held 588 shares of KKR & Co worth $54K as of Q2 2026.
  • GHP Investment Advisors bought 170 KKR & Co shares in Q2 2026, an estimated $16.5K.
  • KKR & Co made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #554 holding.
  • GHP Investment Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 3 quarters since.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.