Glen Eagle Advisors’s KKR & Co KKR Stock Holding History

Glen Eagle 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	$40.4K	Hold	437	–	–	0.01%	477
2025 Q4	$55.7K	Buy	437 +10	+2%	+$1.24K	0.01%	427
2025 Q3	$55.5K	Hold	427	–	–	0.01%	431
2025 Q2	$56.8K	Hold	427	–	–	0.01%	404
2025 Q1	$49.4K	Hold	427	–	–	0.01%	417
2024 Q4	$63.2K	Hold	427	–	–	0.01%	378
2024 Q3	$55.8K	Hold	427	–	–	0.01%	404
2024 Q2	$44.9K	Buy	427 +85	+25%	+$8.65K	0.01%	418
2024 Q1	$34.4K	Buy	342 +150	+78%	+$13.8K	0.01%	467
2023 Q4	$15.9K	Hold	192	–	–	﹤0.01%	560
2023 Q3	$11.8K	Buy	192 +92	+92%	+$5.59K	﹤0.01%	605
2023 Q2	$5.6K	Hold	100	–	–	﹤0.01%	720
2023 Q1	$5.25K	Hold	100	–	–	﹤0.01%	708
2022 Q4	$4.64K	Hold	100	–	–	﹤0.01%	725
2022 Q3	$4.3K	Hold	100	–	–	﹤0.01%	730
2022 Q2	$4.63K	Hold	100	–	–	﹤0.01%	727
2022 Q1	$5.85K	Buy	+100	New	+$6.29K	﹤0.01%	697
2019 Q1	–	Sell	-7,300	Closed	-$143K	–	744
2018 Q4	$143K	Hold	7,300	–	–	0.12%	155
2018 Q3	$199K	Buy	+7,300	New	+$195K	0.14%	145

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glen Eagle Advisors's KKR Position: Q1 2026 in Review

Glen Eagle Advisors held its KKR & Co (KKR) position steady in Q1 2026 at 437 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #477.

Glen Eagle Advisors first reported a position in KKR in Q3 2018 and has held it in 19 quarters since. The position peaked at $199K in Q3 2018. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Glen Eagle Advisors held 437 shares of KKR & Co worth $40.4K as of Q1 2026.
Glen Eagle Advisors left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #477 holding.
Glen Eagle Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 19 quarters since.
Glen Eagle Advisors's KKR & Co position peaked at $199K in Q3 2018.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.