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Mayflower Financial Advisors’s KKR & Co KKR Stock Holding History

Mayflower Financial 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 		$266K Sell
2,895
-12
-0.4% -$1.16K 0.02% 402
2026
Q1 		$269K Buy
2,907
+113
+4% +$11.9K 0.03% 375
2025
Q4 		$356K Sell
2,794
-3
-0.1% -$373 0.04% 305
2025
Q3 		$363K Buy
2,797
+35
+1% +$4.97K 0.05% 304
2025
Q2 		$367K Sell
2,762
-7
-0.3% -$819 0.05% 286
2025
Q1 		$320K Buy
2,769
+147
+6% +$20.2K 0.05% 292
2024
Q4 		$388K Sell
2,622
-98
-4% -$14.4K 0.06% 257
2024
Q3 		$355K Buy
2,720
+42
+2% +$4.97K 0.05% 270
2024
Q2 		$282K Sell
2,678
-344
-11% -$35K 0.05% 292
2024
Q1 		$304K Buy
3,022
+8
+0.3% +$736 0.05% 283
2023
Q4 		$250K Sell
3,014
-482
-14% -$32.6K 0.03% 291
2023
Q3 		$215K Buy
+3,496
New +$212K 0.03% 307
2022
Q2 		– Sell
-4,322
Closed -$253K – 349
2022
Q1 		$253K Buy
4,322
+357
+9% +$22.5K 0.03% 298
2021
Q4 		$295K Buy
3,965
+405
+11% +$29.9K 0.04% 270
2021
Q3 		$244K Buy
3,560
+20
+0.6% +$1.26K 0.03% 290
2021
Q2 		$210K Buy
+3,540
New +$196K 0.03% 297

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Mayflower Financial Advisors's KKR Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its KKR & Co (KKR) stake by 0.41% in Q2 2026, selling an estimated $1.16K and leaving 2,895 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #402.

Mayflower Financial Advisors first reported a position in KKR in Q2 2021 and has held it in 16 quarters since. The position peaked at $388K in Q4 2024. 351 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mayflower Financial Advisors held 2,895 shares of KKR & Co worth $266K as of Q2 2026.
  • Mayflower Financial Advisors sold 12 KKR & Co shares in Q2 2026, an estimated $1.16K.
  • KKR & Co made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #402 holding.
  • Mayflower Financial Advisors first reported a position in KKR & Co in Q2 2021 and has held it in 16 quarters since.
  • Mayflower Financial Advisors's KKR & Co position peaked at $388K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.