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Medallion Wealth Advisors’s KKR & Co KKR Stock Holding History

Medallion Wealth 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 		$184 Buy
+2
New +$194 ﹤0.01% 1080
2025
Q1 		– Sell
-31
Closed -$4.58K – 1091
2024
Q4 		$4.58K Buy
+31
New +$4.55K ﹤0.01% 759

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

Medallion Wealth Advisors's KKR Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 2 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in KKR as recently as Q4 2024.

Medallion Wealth Advisors first reported a position in KKR in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.58K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of KKR & Co worth $184 as of Q2 2026.
  • KKR & Co was a new Medallion Wealth Advisors position in Q2 2026.
  • KKR & Co made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1080 holding.
  • Medallion Wealth Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's KKR & Co position peaked at $4.58K in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.