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Global Assets Advisory’s KKR & Co KKR Stock Holding History

Global Assets Advisory’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 		– Sell
-500
Closed -$46.3K – 457
2026
Q1 		$46.3K Buy
+500
New +$52.7K 0.01% 422
2024
Q2 		– Sell
-650
Closed -$65K – 308
2024
Q1 		$65K Buy
+650
New +$59.8K 0.04% 243

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

Global Assets Advisory's KKR Position: Q2 2026 in Review

Global Assets Advisory sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 500 shares — an estimated $46.3K sold.

Global Assets Advisory first reported a position in KKR in Q1 2024 and held it in 2 quarters. The position peaked at $65K in Q1 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Global Assets Advisory reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 500 KKR & Co shares in Q2 2026, an estimated $46.3K.
  • Global Assets Advisory first reported a position in KKR & Co in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's KKR & Co position peaked at $65K in Q1 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.