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IFC Advisors’s KKR & Co KKR Stock Holding History

IFC 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 		$6.36M Sell
69,300
-269
-0.4% -$26.1K 0.81% 23
2026
Q1 		$6.44M Buy
69,569
+55,035
+379% +$5.8M 0.92% 20
2025
Q4 		$1.85M Sell
14,534
-227
-2% -$28.2K 0.27% 66
2025
Q3 		$1.92M Sell
14,761
-88
-0.6% -$12.5K 0.35% 60
2025
Q2 		$1.98M Sell
14,849
-31
-0.2% -$3.63K 0.37% 55
2025
Q1 		$1.72M Buy
14,880
+4,567
+44% +$628K 0.36% 55
2024
Q4 		$1.53M Buy
+10,313
New +$1.51M 0.33% 62

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

IFC Advisors's KKR Position: Q2 2026 in Review

IFC Advisors reduced its KKR & Co (KKR) stake by 0.39% in Q2 2026, selling an estimated $26.1K and leaving 69,300 shares worth $6.36M. The position accounts for 0.81% of the portfolio, ranked #23.

IFC Advisors first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44M in Q1 2026. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • IFC Advisors held 69,300 shares of KKR & Co worth $6.36M as of Q2 2026.
  • IFC Advisors sold 269 KKR & Co shares in Q2 2026, an estimated $26.1K.
  • KKR & Co made up 0.81% of IFC Advisors's portfolio in Q2 2026, its #23 holding.
  • IFC Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's KKR & Co position peaked at $6.44M in Q1 2026.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.