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

Insigneo Advisory Services’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 Q1	$562K	Buy	6,073 +1,775	+41%	+$187K	0.04%	353
2025 Q4	$548K	Buy	4,298 +60	+1%	+$7.46K	0.04%	346
2025 Q3	$551K	Sell	4,238 -1,389	-25%	-$197K	0.04%	341
2025 Q2	$749K	Sell	5,627 -691	-11%	-$80.9K	0.06%	236
2025 Q1	$730K	Sell	6,318 -1,207	-16%	-$166K	0.08%	215
2024 Q4	$1.11M	Buy	7,525 +1,877	+33%	+$275K	0.11%	154
2024 Q3	$738K	Buy	5,648 +1,693	+43%	+$200K	0.07%	225
2024 Q2	$420K	Buy	+3,955	New	+$403K	0.05%	326

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insigneo Advisory Services's KKR Position: Q1 2026 in Review

Insigneo Advisory Services increased its KKR & Co (KKR) stake by 41% in Q1 2026, buying an estimated $187K and bringing the position to 6,073 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #353.

Insigneo Advisory Services first reported a position in KKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Insigneo Advisory Services held 6,073 shares of KKR & Co worth $562K as of Q1 2026.
Insigneo Advisory Services bought 1,775 KKR & Co shares in Q1 2026, an estimated $187K.
KKR & Co made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #353 holding.
Insigneo Advisory Services first reported a position in KKR & Co in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's KKR & Co position peaked at $1.11M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.