IMA Advisory Services’s KKR & Co 6.25% Series D Preferred Stock KKR.PRD Stock Holding History

IMA Advisory Services’s Portfolio KKR.PRD Stock Details KKR.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106K	Buy	+2,655	New	+$111K	0.01%	414

Other funds holding KKR.PRD

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

IMA Advisory Services opened a new position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) in Q2 2026: 2,655 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings.

68 funds tracked by Wall St. Rank hold KKR.PRD as of Q2 2026.

IMA Advisory Services held 2,655 shares of KKR & Co 6.25% Series D Preferred Stock worth $106K as of Q2 2026.
KKR & Co 6.25% Series D Preferred Stock was a new IMA Advisory Services position in Q2 2026.
KKR & Co 6.25% Series D Preferred Stock made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #414 holding.
68 funds tracked by Wall St. Rank held KKR & Co 6.25% Series D Preferred Stock as of Q2 2026.

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