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Menlo Advisors’s KKR & Co KKR Stock Holding History

Menlo 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 		$4.19M Sell
45,675
-705
-2% -$68.4K 1.84% 21
2026
Q1 		$5.91M Hold
46,380
– – 2.66% 15
2025
Q4 		$5.91M Sell
46,380
-2,000
-4% -$249K 2.66% 15
2025
Q3 		$6.29M Sell
48,380
-5,795
-11% -$823K 2.98% 12
2025
Q2 		$7.21M Sell
54,175
-1,600
-3% -$187K 3.88% 10
2025
Q1 		$6.45M Sell
55,775
-2,545
-4% -$350K 3.07% 13
2024
Q4 		$8.63M Sell
58,320
-2,250
-4% -$330K 4.4% 8
2024
Q3 		$7.91M Sell
60,570
-14,385
-19% -$1.7M 4.07% 9
2024
Q2 		$7.89M Sell
74,955
-200
-0.3% -$20.4K 4.38% 9
2024
Q1 		$7.56M Sell
75,155
-435
-0.6% -$40K 4.33% 9
2023
Q4 		$6.26M Sell
75,590
-1,210
-2% -$81.9K 3.85% 11
2023
Q3 		$4.73M Hold
76,800
– – 3.11% 15
2023
Q2 		$4.3M Sell
76,800
-800
-1% -$41.9K 2.71% 15
2023
Q1 		$4.08M Sell
77,600
-955
-1% -$51.2K 2.8% 14
2022
Q4 		$3.65M Sell
78,555
-22,000
-22% -$1.07M 2.74% 13
2022
Q3 		$4.32M Sell
100,555
-5,520
-5% -$279K 3.03% 15
2022
Q2 		$4.91M Buy
106,075
+575
+0.5% +$30.2K 3.26% 14
2022
Q1 		$6.17M Buy
105,500
+80
+0.1% +$5.04K 3.26% 12
2021
Q4 		$7.85M Sell
105,420
-6,725
-6% -$496K 3.9% 8
2021
Q3 		$6.83M Buy
112,145
+26,255
+31% +$1.65M 3.61% 8
2021
Q2 		$5.09M Sell
85,890
-9,275
-10% -$515K 2.74% 14
2021
Q1 		$4.65M Buy
95,165
+1,600
+2% +$71.6K 2.76% 15
2020
Q4 		$3.79M Sell
93,565
-110
-0.1% -$4.16K 2.51% 17
2020
Q3 		$3.22M Sell
93,675
-90,090
-49% -$3.15M 2.52% 18
2020
Q2 		$5.67M Buy
183,765
+4,970
+3% +$134K 4.43% 7
2020
Q1 		$4.2M Buy
178,795
+5,495
+3% +$158K 3.96% 8
2019
Q4 		$5.05M Buy
173,300
+205
+0.1% +$5.84K 3.3% 15
2019
Q3 		$4.65M Hold
173,095
– – 3.25% 15
2019
Q2 		$4.37M Buy
+173,095
New +$4.14M 3.01% 17

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

Menlo Advisors's KKR Position: Q2 2026 in Review

Menlo Advisors reduced its KKR & Co (KKR) stake by 1.5% in Q2 2026, selling an estimated $68.4K and leaving 45,675 shares worth $4.19M. The position accounts for 1.84% of the portfolio, ranked #21.

Menlo Advisors first reported a position in KKR in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.63M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Menlo Advisors held 45,675 shares of KKR & Co worth $4.19M as of Q2 2026.
  • Menlo Advisors sold 705 KKR & Co shares in Q2 2026, an estimated $68.4K.
  • KKR & Co made up 1.84% of Menlo Advisors's portfolio in Q2 2026, its #21 holding.
  • Menlo Advisors first reported a position in KKR & Co in Q2 2019 and has held it in 29 quarters since.
  • Menlo Advisors's KKR & Co position peaked at $8.63M in Q4 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Menlo Advisors's 13F filing for Q2 2026, filed 10 Sep 2026.