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 Q2	$39.2K	Sell	427 -10	-2%	-$970	﹤0.01%	497
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 $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

Glen Eagle Advisors's KKR Position: Q2 2026 in Review

Glen Eagle Advisors reduced its KKR & Co (KKR) stake by 2.3% in Q2 2026, selling an estimated $970 and leaving 427 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Glen Eagle Advisors first reported a position in KKR in Q3 2018 and has held it in 20 quarters since. The position peaked at $199K in Q3 2018. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Glen Eagle Advisors held 427 shares of KKR & Co worth $39.2K as of Q2 2026.
Glen Eagle Advisors sold 10 KKR & Co shares in Q2 2026, an estimated $970.
KKR & Co made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #497 holding.
Glen Eagle Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 20 quarters since.
Glen Eagle Advisors's KKR & Co position peaked at $199K in Q3 2018.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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