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

Kestra 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 		$11.5M Sell
125,386
-5,061
-4% -$491K 0.04% 475
2026
Q1 		$12.1M Buy
130,447
+8,412
+7% +$887K 0.05% 407
2025
Q4 		$15.6M Buy
122,035
+39,427
+48% +$4.9M 0.06% 305
2025
Q3 		$10.7M Buy
82,608
+360
+0.4% +$51.1K 0.05% 375
2025
Q2 		$10.9M Buy
82,248
+8,687
+12% +$1.02M 0.05% 352
2025
Q1 		$8.5M Buy
73,561
+5,370
+8% +$739K 0.04% 395
2024
Q4 		$10.1M Buy
68,191
+1,865
+3% +$274K 0.06% 345
2024
Q3 		$8.66M Sell
66,326
-4,199
-6% -$497K 0.05% 401
2024
Q2 		$7.42M Buy
70,525
+8,095
+13% +$824K 0.04% 456
2024
Q1 		$6.28M Buy
62,430
+3,996
+7% +$368K 0.04% 450
2023
Q4 		$4.84M Sell
58,434
-3,294
-5% -$223K 0.04% 465
2023
Q3 		$3.8M Buy
61,728
+28,211
+84% +$1.71M 0.04% 466
2023
Q2 		$1.88M Sell
33,517
-5,697
-15% -$298K 0.02% 693
2023
Q1 		$2.06M Sell
39,214
-2,601
-6% -$140K 0.02% 641
2022
Q4 		$1.94M Sell
41,815
-26,828
-39% -$1.31M 0.02% 759
2022
Q3 		$2.95M Buy
68,643
+29,097
+74% +$1.47M 0.03% 529
2022
Q2 		$1.83M Buy
39,546
+2,306
+6% +$121K 0.02% 706
2022
Q1 		$2.18M Sell
37,240
-8,434
-18% -$531K 0.02% 646
2021
Q4 		$3.4M Sell
45,674
-8,588
-16% -$634K 0.03% 490
2021
Q3 		$3.3M Buy
54,262
+21,360
+65% +$1.34M 0.03% 531
2021
Q2 		$1.95M Buy
32,902
+6,645
+25% +$369K 0.02% 663
2021
Q1 		$1.28M Sell
26,257
-70,746
-73% -$3.17M 0.02% 770
2020
Q4 		$3.85M Buy
97,003
+69,193
+249% +$2.61M 0.04% 399
2020
Q3 		$955K Buy
+27,810
New +$973K 0.02% 632

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

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

Kestra Advisory Services reduced its KKR & Co (KKR) stake by 3.9% in Q2 2026, selling an estimated $491K and leaving 125,386 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #475.

Kestra Advisory Services first reported a position in KKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.6M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Kestra Advisory Services held 125,386 shares of KKR & Co worth $11.5M as of Q2 2026.
  • Kestra Advisory Services sold 5,061 KKR & Co shares in Q2 2026, an estimated $491K.
  • KKR & Co made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #475 holding.
  • Kestra Advisory Services first reported a position in KKR & Co in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's KKR & Co position peaked at $15.6M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.