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HFM Investment Advisors’s KKR & Co KKR Stock Holding History

HFM Investment 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 		$918 Buy
10
+8
+400% +$776 ﹤0.01% 768
2026
Q1 		$185 Sell
2
-7
-78% -$738 ﹤0.01% 1009
2025
Q4 		$1.15K Buy
9
+4
+80% +$498 ﹤0.01% 411
2025
Q3 		$650 Hold
5
– – ﹤0.01% 549
2025
Q2 		$665 Buy
5
+2
+67% +$234 ﹤0.01% 543
2025
Q1 		$347 Buy
+3
New +$413 ﹤0.01% 416

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's KKR Position: Q2 2026 in Review

HFM Investment Advisors increased its KKR & Co (KKR) stake by 400% in Q2 2026, buying an estimated $776 and bringing the position to 10 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #768.

HFM Investment Advisors first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • HFM Investment Advisors held 10 shares of KKR & Co worth $918 as of Q2 2026.
  • HFM Investment Advisors bought 8 KKR & Co shares in Q2 2026, an estimated $776.
  • KKR & Co made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #768 holding.
  • HFM Investment Advisors first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's KKR & Co position peaked at $1.15K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.