Harbor Investment Advisory’s KKR & Co KKR Stock Holding History

Harbor Investment 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	$70.1K	Sell	764 -188	-20%	-$18.2K	﹤0.01%	662
2026 Q1	$88.1K	Sell	952 -1,414	-60%	-$149K	0.01%	528
2025 Q4	$302K	Buy	2,366 +1,240	+110%	+$154K	0.02%	346
2025 Q3	$146K	Sell	1,126 -771	-41%	-$109K	0.01%	438
2025 Q2	$252K	Sell	1,897 -903	-32%	-$106K	0.02%	342
2025 Q1	$324K	Sell	2,800 -420	-13%	-$57.8K	0.03%	305
2024 Q4	$476K	Buy	3,220 +717	+29%	+$105K	0.04%	242
2024 Q3	$327K	Buy	2,503 +740	+42%	+$87.6K	0.03%	282
2024 Q2	$186K	Buy	+1,763	New	+$179K	0.02%	347
2022 Q2	–	Sell	-1,519	Closed	-$89K	–	1367
2022 Q1	$89K	Hold	1,519	–	–	0.01%	566
2021 Q4	$113K	Hold	1,519	–	–	0.01%	505
2021 Q3	$92K	Hold	1,519	–	–	0.01%	551
2021 Q2	$90K	Hold	1,519	–	–	0.01%	535
2021 Q1	$74K	Buy	+1,519	New	+$68K	0.01%	569

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Harbor Investment Advisory's KKR Position: Q2 2026 in Review

Harbor Investment Advisory reduced its KKR & Co (KKR) stake by 20% in Q2 2026, selling an estimated $18.2K and leaving 764 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Harbor Investment Advisory first reported a position in KKR in Q1 2021 and has held it in 14 quarters since. The position peaked at $476K in Q4 2024. 351 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Harbor Investment Advisory held 764 shares of KKR & Co worth $70.1K as of Q2 2026.
Harbor Investment Advisory sold 188 KKR & Co shares in Q2 2026, an estimated $18.2K.
KKR & Co made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #662 holding.
Harbor Investment Advisory first reported a position in KKR & Co in Q1 2021 and has held it in 14 quarters since.
Harbor Investment Advisory's KKR & Co position peaked at $476K in Q4 2024.
351 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.