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 Q3	$10.9K	Hold	119	–	–	﹤0.01%	306
2026 Q2	$10.9K	Hold	119	–	–	0.01%	120
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

IFS Advisors's KKR Position: Q3 2026 in Review

IFS Advisors held its KKR & Co (KKR) position steady in Q3 2026 at 119 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

IFS Advisors first reported a position in KKR in Q4 2020 and has held it in 21 quarters since. The position peaked at $17.6K in Q4 2024. 643 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

IFS Advisors held 119 shares of KKR & Co worth $10.9K as of Q3 2026.
IFS Advisors left its KKR & Co share count unchanged in Q3 2026.
KKR & Co made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #306 holding.
IFS Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's KKR & Co position peaked at $17.6K in Q4 2024.
643 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.