IMA Advisory Services’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.8K Buy
118
+114
+2,850% +$11.1K ﹤0.01% 725
2026
Q1
$370 Sell
4
-16
-80% -$1.69K ﹤0.01% 898
2025
Q4
$2.55K Buy
+20
New +$2.49K ﹤0.01% 605

Other funds holding KKR

IMA Advisory Services's KKR Position: Q2 2026 in Review

IMA Advisory Services increased its KKR & Co (KKR) stake by 2,850% in Q2 2026, buying an estimated $11.1K and bringing the position to 118 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

IMA Advisory Services first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • IMA Advisory Services held 118 shares of KKR & Co worth $10.8K as of Q2 2026.
  • IMA Advisory Services bought 114 KKR & Co shares in Q2 2026, an estimated $11.1K.
  • KKR & Co made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #725 holding.
  • IMA Advisory Services first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.