Level Four Advisory Services’s KKR & Co KKR Stock Holding History

Level Four 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	$2.15M	Buy	23,371 +460	+2%	+$44.6K	0.06%	294
2026 Q1	$2.12M	Buy	22,911 +7,945	+53%	+$837K	0.07%	282
2025 Q4	$1.91M	Buy	14,966 +2,411	+19%	+$300K	0.06%	287
2025 Q3	$1.63M	Sell	12,555 -17	-0.1%	-$2.41K	0.06%	310
2025 Q2	$1.67M	Sell	12,572 -1,763	-12%	-$206K	0.06%	279
2025 Q1	$1.66M	Sell	14,335 -223	-2%	-$30.7K	0.07%	268
2024 Q4	$2.15M	Buy	14,558 +595	+4%	+$87.3K	0.09%	238
2024 Q3	$1.93M	Sell	13,963 -164	-1%	-$19.4K	0.08%	242
2024 Q2	$1.49M	Buy	14,127 +250	+2%	+$25.5K	0.07%	272
2024 Q1	$1.15M	Hold	13,877	–	–	0.06%	277
2023 Q4	$1.15M	Sell	13,877 -2,962	-18%	-$201K	0.06%	276
2023 Q3	$1.04M	Buy	16,839 +2,914	+21%	+$177K	0.07%	272
2023 Q2	$780K	Sell	13,925 -2,859	-17%	-$150K	0.05%	346
2023 Q1	$882K	Sell	16,784 -7,015	-29%	-$376K	0.06%	304
2022 Q4	$1.1M	Buy	+23,799	New	+$1.16M	0.08%	231
2022 Q2	–	Sell	-4,280	Closed	-$250K	–	609
2022 Q1	$250K	Buy	4,280 +516	+14%	+$32.5K	0.02%	551
2021 Q4	$280K	Sell	3,764 -607	-14%	-$44.8K	0.02%	521
2021 Q3	$266K	Sell	4,371 -6,119	-58%	-$384K	0.03%	406
2021 Q2	$621K	Hold	10,490	–	–	0.04%	350
2021 Q1	$512K	Sell	10,490 -300	-3%	-$13.4K	0.04%	377
2020 Q4	$437K	Hold	10,790	–	–	0.04%	389
2020 Q3	$371K	Sell	10,790 -11,546	-52%	-$404K	0.03%	400
2020 Q2	$686K	Buy	+22,336	New	+$600K	0.05%	314

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

Level Four Advisory Services's KKR Position: Q2 2026 in Review

Level Four Advisory Services increased its KKR & Co (KKR) stake by 2% in Q2 2026, buying an estimated $44.6K and bringing the position to 23,371 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #294.

Level Four Advisory Services first reported a position in KKR in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.15M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Level Four Advisory Services held 23,371 shares of KKR & Co worth $2.15M as of Q2 2026.
Level Four Advisory Services bought 460 KKR & Co shares in Q2 2026, an estimated $44.6K.
KKR & Co made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #294 holding.
Level Four Advisory Services first reported a position in KKR & Co in Q2 2020 and has held it in 23 quarters since.
Level Four Advisory Services's KKR & Co position peaked at $2.15M in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.