IFS Advisors’s KKR & Co KKR Stock Holding History

IFS 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 Q1	$11K	Hold	119	–	–	0.01%	121
2025 Q4	$15.2K	Hold	119	–	–	0.01%	80
2025 Q3	$15.5K	Hold	119	–	–	0.01%	76
2025 Q2	$15.8K	Hold	119	–	–	0.01%	65
2025 Q1	$13.8K	Hold	119	–	–	0.01%	81
2024 Q4	$17.6K	Buy	119 +54	+83%	+$7.92K	0.01%	62
2024 Q3	$8.49K	Buy	65 +40	+160%	+$4.73K	0.01%	83
2024 Q2	$2.63K	Hold	25	–	–	﹤0.01%	110
2024 Q1	$2.51K	Hold	25	–	–	﹤0.01%	110
2023 Q4	$2.07K	Hold	25	–	–	﹤0.01%	111
2023 Q3	$1.54K	Hold	25	–	–	﹤0.01%	116
2023 Q2	$1.4K	Hold	25	–	–	﹤0.01%	117
2023 Q1	$1.31K	Hold	25	–	–	0.01%	93
2022 Q4	$1.16K	Hold	25	–	–	﹤0.01%	105
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	94
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	93
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	104
2021 Q4	$1K	Buy	+25	New	+$1.84K	﹤0.01%	111
2021 Q1	–	Sell	-25	Closed	-$1K	–	86
2020 Q4	$1K	Buy	+25	New	+$945	﹤0.01%	158

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

IFS Advisors's KKR Position: Q1 2026 in Review

IFS Advisors held its KKR & Co (KKR) position steady in Q1 2026 at 119 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #121.

IFS Advisors first reported a position in KKR in Q4 2020 and has held it in 19 quarters since. The position peaked at $17.6K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

IFS Advisors held 119 shares of KKR & Co worth $11K as of Q1 2026.
IFS Advisors left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #121 holding.
IFS Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's KKR & Co position peaked at $17.6K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.