IA
KKR icon

IFG Advisory’s KKR & Co KKR Stock Holding History

IFG 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 		$2.29K Buy
+25
New +$2.42K ﹤0.01% 2099
2025
Q1 		– Sell
-1,827
Closed -$270K – 703
2024
Q4 		$270K Buy
+1,827
New +$268K 0.02% 558

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

IFG Advisory's KKR Position: Q2 2026 in Review

IFG Advisory opened a new position in KKR & Co (KKR) in Q2 2026: 25 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings. This is a return to the name: IFG Advisory previously reported a position in KKR as recently as Q4 2024.

IFG Advisory first reported a position in KKR in Q4 2024 and has held it in 2 quarters since. The position peaked at $270K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • IFG Advisory held 25 shares of KKR & Co worth $2.29K as of Q2 2026.
  • KKR & Co was a new IFG Advisory position in Q2 2026.
  • KKR & Co made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2099 holding.
  • IFG Advisory first reported a position in KKR & Co in Q4 2024 and has held it in 2 quarters since.
  • IFG Advisory's KKR & Co position peaked at $270K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.