GM Advisory Group’s KKR & Co KKR Stock Holding History

GM Advisory Group’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	$1.86M	Sell	20,152 -229	-1%	-$24.1K	0.07%	114
2025 Q4	$2.6M	Buy	20,381 +9,447	+86%	+$1.18M	0.1%	96
2025 Q3	$1.42M	Buy	10,934 +1,373	+14%	+$195K	0.06%	125
2025 Q2	$1.27M	Hold	9,561	–	–	0.06%	129
2025 Q1	$1.11M	Hold	9,561	–	–	0.06%	123
2024 Q4	$1.41M	Hold	9,561	–	–	0.08%	98
2024 Q3	$1.25M	Buy	+9,561	New	+$1.13M	0.07%	100
2020 Q4	–	Sell	-11,700	Closed	-$402K	–	188
2020 Q3	$402K	Buy	11,700 +5,200	+80%	+$182K	0.06%	109
2020 Q2	$201K	Buy	+6,500	New	+$175K	0.04%	163

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

GM Advisory Group's KKR Position: Q1 2026 in Review

GM Advisory Group reduced its KKR & Co (KKR) stake by 1.1% in Q1 2026, selling an estimated $24.1K and leaving 20,152 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #114.

GM Advisory Group first reported a position in KKR in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.6M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

GM Advisory Group held 20,152 shares of KKR & Co worth $1.86M as of Q1 2026.
GM Advisory Group sold 229 KKR & Co shares in Q1 2026, an estimated $24.1K.
KKR & Co made up 0.07% of GM Advisory Group's portfolio in Q1 2026, its #114 holding.
GM Advisory Group first reported a position in KKR & Co in Q2 2020 and has held it in 9 quarters since.
GM Advisory Group's KKR & Co position peaked at $2.6M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.