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Investment Research & Advisory Group’s KKR & Co KKR Stock Holding History

Investment Research & Advisory 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 		$1.19M Buy
12,930
+2,278
+21% +$221K 0.37% 47
2026
Q1 		$987K Buy
+10,652
New +$1.12M 0.34% 46

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Research & Advisory Group's KKR Position: Q2 2026 in Review

Investment Research & Advisory Group increased its KKR & Co (KKR) stake by 21% in Q2 2026, buying an estimated $221K and bringing the position to 12,930 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #47.

Investment Research & Advisory Group first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Investment Research & Advisory Group held 12,930 shares of KKR & Co worth $1.19M as of Q2 2026.
  • Investment Research & Advisory Group bought 2,278 KKR & Co shares in Q2 2026, an estimated $221K.
  • KKR & Co made up 0.37% of Investment Research & Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Investment Research & Advisory Group first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.