Legacy Advisors
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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
Q3 		$286K Sell
3,131
-41
-1% -$4.18K 0.03% 240
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% -$15K 0.03% 219
2025
Q3 		$330K Buy
+2,543
New +$361K 0.04% 193
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Legacy Advisors's KKR Position: Q3 2026 in Review

Legacy Advisors reduced its KKR & Co (KKR) stake by 1.3% in Q3 2026, selling an estimated $4.18K and leaving 3,131 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #240.

Legacy Advisors first reported a position in KKR in Q3 2018 and has held it in 16 quarters since. The position peaked at $910K in Q4 2024. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Legacy Advisors held 3,131 shares of KKR & Co worth $286K as of Q3 2026.
  • Legacy Advisors sold 41 KKR & Co shares in Q3 2026, an estimated $4.18K.
  • KKR & Co made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #240 holding.
  • Legacy Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 16 quarters since.
  • Legacy Advisors's KKR & Co position peaked at $910K in Q4 2024.
  • 1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.