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Innovative Asset Advisors Group’s KKR & Co KKR Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-3
Closed -$278 – 673
2026
Q1 		$278 Buy
+3
New +$316 ﹤0.01% 1007

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's KKR Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 3 shares — an estimated $278 sold.

Innovative Asset Advisors Group first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $278 in Q1 2026. 1,210 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 3 KKR & Co shares in Q2 2026, an estimated $278.
  • Innovative Asset Advisors Group first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's KKR & Co position peaked at $278 in Q1 2026.
  • 1,210 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.