KA
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Kovack Advisors’s KKR & Co KKR Stock Holding History

Kovack 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 		$330K Buy
3,567
+2
+0.1% +$194 0.02% 764
2026
Q1 		$326K Sell
3,565
-1,061
-23% -$112K 0.02% 728
2025
Q4 		$590K Buy
4,626
+323
+8% +$40.2K 0.03% 539
2025
Q3 		$559K Sell
4,303
-48
-1% -$6.81K 0.05% 302
2025
Q2 		$579K Buy
4,351
+105
+2% +$12.3K 0.06% 293
2025
Q1 		$491K Buy
4,246
+110
+3% +$15.1K 0.05% 308
2024
Q4 		$612K Buy
4,136
+162
+4% +$23.8K 0.06% 264
2024
Q3 		$519K Sell
3,974
-193
-5% -$22.8K 0.06% 292
2024
Q2 		$439K Sell
4,167
-84
-2% -$8.55K 0.05% 331
2024
Q1 		$428K Sell
4,251
-53
-1% -$4.87K 0.05% 282
2023
Q4 		$357K Sell
4,304
-229
-5% -$15.5K 0.04% 382
2023
Q3 		$279K Buy
4,533
+514
+13% +$31.2K 0.04% 414
2023
Q2 		$225K Sell
4,019
-9
-0.2% -$471 0.03% 484
2023
Q1 		$212K Buy
+4,028
New +$216K 0.03% 503
2022
Q2 		– Sell
-5,337
Closed -$312K – 690
2022
Q1 		$312K Buy
5,337
+923
+21% +$58.1K 0.03% 518
2021
Q4 		$329K Buy
4,414
+205
+5% +$15.1K 0.03% 496
2021
Q3 		$256K Buy
4,209
+7
+0.2% +$440 0.03% 580
2021
Q2 		$249K Sell
4,202
-166
-4% -$9.21K 0.03% 570
2021
Q1 		$213K Buy
+4,368
New +$195K 0.03% 565
2018
Q4 		– Sell
-8,155
Closed -$222K – 460
2018
Q3 		$222K Buy
+8,155
New +$218K 0.06% 369
2018
Q2 		– Sell
-13,157
Closed -$267K – 488
2018
Q1 		$267K Buy
13,157
+1,070
+9% +$23.8K 0.07% 342
2017
Q4 		$255K Buy
+12,087
New +$243K 0.06% 344

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

Kovack Advisors's KKR Position: Q2 2026 in Review

Kovack Advisors increased its KKR & Co (KKR) stake by 0.06% in Q2 2026, buying an estimated $194 and bringing the position to 3,567 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #764.

Kovack Advisors first reported a position in KKR in Q4 2017 and has held it in 22 quarters since. The position peaked at $612K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Kovack Advisors held 3,567 shares of KKR & Co worth $330K as of Q2 2026.
  • Kovack Advisors bought 2 KKR & Co shares in Q2 2026, an estimated $194.
  • KKR & Co made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #764 holding.
  • Kovack Advisors first reported a position in KKR & Co in Q4 2017 and has held it in 22 quarters since.
  • Kovack Advisors's KKR & Co position peaked at $612K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.