Meeder Advisory Services’s KKR & Co KKR Stock Holding History

Meeder 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 Q1	$948K	Sell	10,248 -208	-2%	-$21.9K	0.04%	284
2025 Q4	$1.33M	Buy	10,456 +319	+3%	+$39.7K	0.06%	221
2025 Q3	$1.32M	Buy	10,137 +349	+4%	+$49.5K	0.06%	218
2025 Q2	$1.3M	Buy	9,788 +651	+7%	+$76.2K	0.07%	204
2025 Q1	$1.06M	Buy	9,137 +1,002	+12%	+$138K	0.06%	233
2024 Q4	$1.2M	Buy	8,135 +278	+4%	+$40.8K	0.08%	206
2024 Q3	$1.03M	Buy	7,857 +425	+6%	+$50.3K	0.07%	233
2024 Q2	$782K	Buy	7,432 +3,119	+72%	+$318K	0.06%	256
2024 Q1	$434K	Buy	4,313 +463	+12%	+$42.6K	0.04%	299
2023 Q4	$319K	Buy	+3,850	New	+$261K	0.04%	329

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meeder Advisory Services's KKR Position: Q1 2026 in Review

Meeder Advisory Services reduced its KKR & Co (KKR) stake by 2% in Q1 2026, selling an estimated $21.9K and leaving 10,248 shares worth $948K. The position accounts for 0.04% of the portfolio, ranked #284.

Meeder Advisory Services first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Meeder Advisory Services held 10,248 shares of KKR & Co worth $948K as of Q1 2026.
Meeder Advisory Services sold 208 KKR & Co shares in Q1 2026, an estimated $21.9K.
KKR & Co made up 0.04% of Meeder Advisory Services's portfolio in Q1 2026, its #284 holding.
Meeder Advisory Services first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
Meeder Advisory Services's KKR & Co position peaked at $1.33M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.