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MCF Advisors’s KKR & Co KKR Stock Holding History

MCF 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 		$121K Buy
1,315
+7
+0.5% +$679 ﹤0.01% 508
2026
Q1 		$121K Sell
1,308
-55
-4% -$5.8K 0.01% 471
2025
Q4 		$174K Buy
1,363
+1,338
+5,352% +$166K 0.01% 335
2025
Q3 		$3.25K Buy
+25
New +$3.55K ﹤0.01% 848
2025
Q2 		– Sell
-131
Closed -$15.1K – 922
2025
Q1 		$15.1K Hold
131
– – ﹤0.01% 594
2024
Q4 		$19.4K Buy
+131
New +$19.2K ﹤0.01% 561

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MCF Advisors's KKR Position: Q2 2026 in Review

MCF Advisors increased its KKR & Co (KKR) stake by 0.54% in Q2 2026, buying an estimated $679 and bringing the position to 1,315 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

MCF Advisors first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $174K in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MCF Advisors held 1,315 shares of KKR & Co worth $121K as of Q2 2026.
  • MCF Advisors bought 7 KKR & Co shares in Q2 2026, an estimated $679.
  • KKR & Co made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #508 holding.
  • MCF Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • MCF Advisors's KKR & Co position peaked at $174K in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.