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Legacy Advisors’s KKR & Co KKR Stock Holding History

Legacy 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 		$291K Buy
3,172
+340
+12% +$33K 0.03% 246
2026
Q1 		$262K Buy
2,832
+410
+17% +$43.2K 0.03% 226
2025
Q4 		$309K Sell
2,422
-121
-5% -$15.1K 0.03% 219
2025
Q3 		$330K Buy
+2,543
New +$361K 0.04% 193
2025
Q2 		– Sell
-3,914
Closed -$452K – 224
2025
Q1 		$452K Sell
3,914
-2,239
-36% -$308K 0.05% 276
2024
Q4 		$910K Buy
6,153
+2,202
+56% +$323K 0.09% 173
2024
Q3 		$516K Buy
3,951
+288
+8% +$34.1K 0.06% 239
2024
Q2 		$385K Sell
3,663
-4,791
-57% -$488K 0.05% 227
2024
Q1 		$850K Buy
8,454
+5,040
+148% +$464K 0.11% 151
2023
Q4 		$283K Buy
+3,414
New +$231K 0.04% 254
2022
Q3 		– Sell
-4,659
Closed -$216K – 233
2022
Q2 		$216K Buy
4,659
+1,074
+30% +$56.3K 0.05% 201
2022
Q1 		$210K Buy
+3,585
New +$226K 0.04% 199
2019
Q3 		– Sell
-1,250
Closed -$32K – 222
2019
Q2 		$32K Hold
1,250
– – 0.02% 230
2019
Q1 		$29K Buy
+1,250
New +$28.5K 0.01% 252
2018
Q4 		– Sell
-1,250
Closed -$34K – 255
2018
Q3 		$34K Buy
+1,250
New +$33.4K 0.02% 263

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
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Legacy Advisors's KKR Position: Q2 2026 in Review

Legacy Advisors increased its KKR & Co (KKR) stake by 12% in Q2 2026, buying an estimated $33K and bringing the position to 3,172 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #246.

Legacy Advisors first reported a position in KKR in Q3 2018 and has held it in 15 quarters since. The position peaked at $910K in Q4 2024. 321 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Legacy Advisors held 3,172 shares of KKR & Co worth $291K as of Q2 2026.
  • Legacy Advisors bought 340 KKR & Co shares in Q2 2026, an estimated $33K.
  • KKR & Co made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #246 holding.
  • Legacy Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 15 quarters since.
  • Legacy Advisors's KKR & Co position peaked at $910K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.