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KCM Investment Advisors’s KKR & Co KKR Stock Holding History

KCM Investment Advisors’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 		$366K Sell
3,988
-279
-7% -$27.1K 0.01% 319
2026
Q1 		$395K Buy
4,267
+32
+0.8% +$3.37K 0.01% 300
2025
Q4 		$540K Sell
4,235
-817
-16% -$102K 0.02% 264
2025
Q3 		$657K Buy
5,052
+152
+3% +$21.6K 0.02% 246
2025
Q2 		$652K Hold
4,900
– – 0.02% 247
2025
Q1 		$566K Sell
4,900
-500
-9% -$68.8K 0.02% 248
2024
Q4 		$799K Hold
5,400
– – 0.03% 220
2024
Q3 		$705K Sell
5,400
-233
-4% -$27.6K 0.02% 238
2024
Q2 		$593K Hold
5,633
– – 0.02% 247
2024
Q1 		$567K Hold
5,633
– – 0.02% 250
2023
Q4 		$467K Sell
5,633
-103
-2% -$6.97K 0.02% 260
2023
Q3 		$353K Buy
5,736
+533
+10% +$32.4K 0.02% 283
2023
Q2 		$291K Sell
5,203
-25,218
-83% -$1.32M 0.01% 337
2023
Q1 		$1.6M Buy
30,421
+25,307
+495% +$1.36M 0.06% 176
2022
Q4 		$237K Buy
5,114
+14
+0.3% +$682 0.01% 366
2022
Q3 		$219K Buy
5,100
+300
+6% +$15.2K 0.01% 357
2022
Q2 		$222K Sell
4,800
-178
-4% -$9.34K 0.01% 366
2022
Q1 		$291K Buy
4,978
+178
+4% +$11.2K 0.01% 355
2021
Q4 		$358K Hold
4,800
– – 0.01% 324
2021
Q3 		$292K Hold
4,800
– – 0.01% 334
2021
Q2 		$284K Hold
4,800
– – 0.01% 332
2021
Q1 		$234K Buy
+4,800
New +$215K 0.01% 346
2020
Q3 		– Sell
-106,239
Closed -$3.28M – 332
2020
Q2 		$3.28M Buy
+106,239
New +$2.85M 0.18% 100
2017
Q2 		– Sell
-12,400
Closed -$226K – 536
2017
Q1 		$226K Hold
12,400
– – 0.01% 494
2016
Q4 		$191K Buy
12,400
+2,000
+19% +$30.2K 0.01% 520
2016
Q3 		$148K Buy
+10,400
New +$147K 0.01% 524
2015
Q3 		– Sell
-8,857
Closed -$202K – 540
2015
Q2 		$202K Sell
8,857
-1,250
-12% -$28.7K 0.02% 519
2015
Q1 		$231K Buy
+10,107
New +$239K 0.02% 485

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KCM Investment Advisors's KKR Position: Q2 2026 in Review

KCM Investment Advisors reduced its KKR & Co (KKR) stake by 6.5% in Q2 2026, selling an estimated $27.1K and leaving 3,988 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #319.

KCM Investment Advisors first reported a position in KKR in Q1 2015 and has held it in 28 quarters since. The position peaked at $3.28M in Q2 2020. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • KCM Investment Advisors held 3,988 shares of KKR & Co worth $366K as of Q2 2026.
  • KCM Investment Advisors sold 279 KKR & Co shares in Q2 2026, an estimated $27.1K.
  • KKR & Co made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • KCM Investment Advisors first reported a position in KKR & Co in Q1 2015 and has held it in 28 quarters since.
  • KCM Investment Advisors's KKR & Co position peaked at $3.28M in Q2 2020.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.