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 Q2	$410K	Sell	4,471 -1,602	-26%	-$155K	0.02%	533
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Insigneo Advisory Services's KKR Position: Q2 2026 in Review

Insigneo Advisory Services reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $155K and leaving 4,471 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #533.

Insigneo Advisory Services first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Insigneo Advisory Services held 4,471 shares of KKR & Co worth $410K as of Q2 2026.
Insigneo Advisory Services sold 1,602 KKR & Co shares in Q2 2026, an estimated $155K.
KKR & Co made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #533 holding.
Insigneo Advisory Services first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's KKR & Co position peaked at $1.11M in Q4 2024.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.