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Independent Advisor Alliance’s KKR & Co KKR Stock Holding History

Independent Advisor Alliance’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
2019
Q3 		– Sell
-250
Closed -$1K – 473
2019
Q2 		$1K Buy
+250
New +$5.98K ﹤0.01% 419

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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. 1,277 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.
  • 1,277 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.