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 Q2	$932K	Sell	10,151 -97	-0.9%	-$9.41K	0.03%	314
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 $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 $3.38T AUM 44.17% 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

Meeder Advisory Services's KKR Position: Q2 2026 in Review

Meeder Advisory Services reduced its KKR & Co (KKR) stake by 0.95% in Q2 2026, selling an estimated $9.41K and leaving 10,151 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #314.

Meeder Advisory Services first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Meeder Advisory Services held 10,151 shares of KKR & Co worth $932K as of Q2 2026.
Meeder Advisory Services sold 97 KKR & Co shares in Q2 2026, an estimated $9.41K.
KKR & Co made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #314 holding.
Meeder Advisory Services first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Meeder Advisory Services's KKR & Co position peaked at $1.33M in Q4 2025.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.