Independent Advisor Alliance’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
Q1 | $1.13M | Sell |
12,254
-4,588
| -27% | -$484K | 0.01% | 769 |
|
|
2025
Q4 | $2.15M | Sell |
16,842
-979
| -5% | -$122K | 0.05% | 289 |
|
|
2025
Q3 | $2.32M | Buy |
17,821
+910
| +5% | +$129K | 0.06% | 262 |
|
|
2025
Q2 | $2.25M | Buy |
16,911
+410
| +2% | +$48K | 0.06% | 254 |
|
|
2025
Q1 | $1.91M | Buy |
16,501
+568
| +4% | +$78.1K | 0.06% | 261 |
|
|
2024
Q4 | $2.36M | Buy |
15,933
+2,422
| +18% | +$355K | 0.03% | 471 |
|
|
2024
Q3 | $1.76M | Buy |
13,511
+5
| +0% | +$592 | 0.06% | 242 |
|
|
2024
Q2 | $1.42M | Buy |
13,506
+231
| +2% | +$23.5K | 0.05% | 273 |
|
|
2024
Q1 | $1.34M | Buy |
13,275
+2
| +0% | +$184 | 0.05% | 277 |
|
|
2023
Q4 | $1.1M | Sell |
13,273
-999
| -7% | -$67.6K | 0.04% | 294 |
|
|
2023
Q3 | $879K | Sell |
14,272
-863
| -6% | -$52.4K | 0.04% | 314 |
|
|
2023
Q2 | $848K | Sell |
15,135
-395
| -3% | -$20.7K | 0.04% | 325 |
|
|
2023
Q1 | $816K | Buy |
15,530
+216
| +1% | +$11.6K | 0.04% | 321 |
|
|
2022
Q4 | $711 | Sell |
15,314
-10,881
| -42% | -$530K | ﹤0.01% | 323 |
|
|
2022
Q3 | $1.13M | Sell |
26,195
-1,450
| -5% | -$73.3K | 0.07% | 244 |
|
|
2022
Q2 | $1.28M | Buy |
27,645
+10,726
| +63% | +$563K | 0.07% | 225 |
|
|
2022
Q1 | $989K | Sell |
16,919
-6,812
| -29% | -$429K | 0.05% | 282 |
|
|
2021
Q4 | $1.77M | Sell |
23,731
-314
| -1% | -$23.2K | 0.09% | 179 |
|
|
2021
Q3 | $1.46M | Sell |
24,045
-2,860
| -11% | -$180K | 0.08% | 197 |
|
|
2021
Q2 | $1.59M | Sell |
26,905
-260
| -1% | -$14.4K | 0.09% | 191 |
|
|
2021
Q1 | $1.33M | Sell |
27,165
-400
| -1% | -$17.9K | 0.08% | 206 |
|
|
2020
Q4 | $1.12M | Hold |
27,565
| – | – | 0.08% | 198 |
|
|
2020
Q3 | $947K | Sell |
27,565
-500
| -2% | -$17.5K | 0.07% | 195 |
|
|
2020
Q2 | $867K | Sell |
28,065
-6,579
| -19% | -$177K | 0.09% | 178 |
|
|
2020
Q1 | $813K | Sell |
34,644
-1,595
| -4% | -$45.8K | 0.12% | 142 |
|
|
2019
Q4 | $1.06M | Sell |
36,239
-2,100
| -5% | -$59.8K | 0.05% | 349 |
|
|
2019
Q3 | $1.03M | Sell |
38,339
-680
| -2% | -$17.9K | 0.13% | 153 |
|
|
2019
Q2 | $986K | Buy |
39,019
+17,593
| +82% | +$421K | 0.14% | 146 |
|
|
2019
Q1 | $503K | Buy |
21,426
+3,502
| +20% | +$79.7K | 0.07% | 232 |
|
|
2018
Q4 | $352K | Buy |
17,924
+316
| +2% | +$7.23K | 0.06% | 257 |
|
|
2018
Q3 | $484K | Sell |
17,608
-5,772
| -25% | -$154K | 0.09% | 195 |
|
|
2018
Q2 | $581K | Buy |
23,380
+6,289
| +37% | +$140K | 0.12% | 171 |
|
|
2018
Q1 | $340K | Sell |
17,091
-1,995
| -10% | -$44.3K | 0.08% | 236 |
|
|
2017
Q4 | $420K | Buy |
19,086
+3,021
| +19% | +$60.7K | 0.09% | 200 |
|
|
2017
Q3 | $325K | Buy |
16,065
+3,928
| +32% | +$74.5K | 0.09% | 202 |
|
|
2017
Q2 | $229K | Buy |
+12,137
| New | +$222K | 0.07% | 217 |
|
Other funds holding KKR
VCM
Independent Advisor Alliance's KKR Position: Q1 2026 in Review
Independent Advisor Alliance reduced its KKR & Co (KKR) stake by 27% in Q1 2026, selling an estimated $484K and leaving 12,254 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #769.
Independent Advisor Alliance first reported a position in KKR in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.36M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Independent Advisor Alliance held 12,254 shares of KKR & Co worth $1.13M as of Q1 2026.
- Independent Advisor Alliance sold 4,588 KKR & Co shares in Q1 2026, an estimated $484K.
- KKR & Co made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #769 holding.
- Independent Advisor Alliance first reported a position in KKR & Co in Q2 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's KKR & Co position peaked at $2.36M in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.