Krilogy Financial’s KKR & Co KKR Stock Holding History

Krilogy Financial’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	$902K	Buy	9,827 +1,414	+17%	+$137K	0.03%	431
2026 Q1	$858K	Buy	+8,413	New	+$887K	0.03%	420
2023 Q3	–	Sell	-11,346	Closed	-$635K	–	218
2023 Q2	$635K	Buy	11,346 +1,914	+20%	+$100K	0.06%	172
2023 Q1	$495K	Sell	9,432 -401	-4%	-$21.5K	0.04%	267
2022 Q4	$456K	Hold	9,833	–	–	0.04%	267
2022 Q3	$423K	Hold	9,833	–	–	0.05%	223
2022 Q2	$455K	Buy	9,833 +1	+0%	+$52	0.05%	217
2022 Q1	$575K	Sell	9,832 -1,697	-15%	-$107K	0.06%	193
2021 Q4	$859K	Buy	11,529 +1,686	+17%	+$124K	0.09%	144
2021 Q3	$599K	Buy	9,843 +1,794	+22%	+$113K	0.06%	172
2021 Q2	$477K	Buy	8,049 +2,179	+37%	+$121K	0.05%	188
2021 Q1	$287K	Hold	5,870	–	–	0.03%	220
2020 Q4	$238K	Hold	5,870	–	–	0.03%	234
2020 Q3	$202K	Buy	+5,870	New	+$205K	0.03%	230

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 $3.37T AUM 44.26% 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

Krilogy Financial's KKR Position: Q2 2026 in Review

Krilogy Financial increased its KKR & Co (KKR) stake by 17% in Q2 2026, buying an estimated $137K and bringing the position to 9,827 shares worth $902K. The position accounts for 0.03% of the portfolio, ranked #431.

Krilogy Financial first reported a position in KKR in Q3 2020 and has held it in 14 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Krilogy Financial held 9,827 shares of KKR & Co worth $902K as of Q2 2026.
Krilogy Financial bought 1,414 KKR & Co shares in Q2 2026, an estimated $137K.
KKR & Co made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #431 holding.
Krilogy Financial first reported a position in KKR & Co in Q3 2020 and has held it in 14 quarters since.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.