Mercer Global Advisors
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Mercer Global Advisors’s KKR & Co KKR Stock Holding History

Mercer Global 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 		$6.47M Sell
70,482
-5,111
-7% -$496K 0.01% 758
2026
Q1 		$6.98M Buy
75,593
+39,385
+109% +$4.15M 0.01% 632
2025
Q4 		$4.74M Buy
36,208
+3,876
+12% +$482K 0.01% 737
2025
Q3 		$4.2M Buy
32,332
+3,388
+12% +$481K 0.01% 740
2025
Q2 		$3.85M Buy
28,944
+9,449
+48% +$1.11M 0.01% 648
2025
Q1 		$2.25M Buy
19,495
+5,724
+42% +$788K 0.01% 799
2024
Q4 		$2.04M Sell
13,771
-10,582
-43% -$1.55M 0.01% 822
2024
Q3 		$3.16M Sell
24,353
-297
-1% -$35.1K 0.01% 618
2024
Q2 		$2.62M Buy
24,650
+1,412
+6% +$144K 0.01% 647
2024
Q1 		$2.34M Buy
23,238
+5,563
+31% +$512K 0.01% 685
2023
Q4 		$1.46M Buy
17,675
+3,226
+22% +$218K ﹤0.01% 832
2023
Q3 		$890K Buy
14,449
+112
+0.8% +$6.8K ﹤0.01% 988
2023
Q2 		$803K Buy
14,337
+54
+0.4% +$2.83K ﹤0.01% 1031
2023
Q1 		$750K Sell
14,283
-3,489
-20% -$187K ﹤0.01% 1023
2022
Q4 		$825K Sell
17,772
-1,135
-6% -$55.3K ﹤0.01% 993
2022
Q3 		$813K Sell
18,907
-4,583
-20% -$232K ﹤0.01% 931
2022
Q2 		$1.09M Sell
23,490
-28,599
-55% -$1.5M 0.01% 812
2022
Q1 		$3.05M Buy
52,089
+4,224
+9% +$266K 0.02% 523
2021
Q4 		$3.57M Buy
47,865
+5,886
+14% +$434K 0.02% 455
2021
Q3 		$2.56M Buy
41,979
+5,302
+14% +$333K 0.02% 529
2021
Q2 		$2.17M Buy
36,677
+28,147
+330% +$1.56M 0.02% 537
2021
Q1 		$417K Sell
8,530
-371
-4% -$16.6K ﹤0.01% 1159
2020
Q4 		$360K Sell
8,901
-83
-0.9% -$3.14K ﹤0.01% 997
2020
Q3 		$308K Sell
8,984
-2,228
-20% -$77.9K ﹤0.01% 952
2020
Q2 		$346K Sell
11,212
-53
-0.5% -$1.42K 0.01% 802
2020
Q1 		$264K Sell
11,265
-1,719
-13% -$49.4K 0.01% 851
2019
Q4 		$379K Sell
12,984
-74
-0.6% -$2.11K 0.01% 829
2019
Q3 		$350K Sell
13,058
-3,281
-20% -$86.5K 0.01% 840
2019
Q2 		$413K Buy
+16,339
New +$391K 0.01% 756

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

Mercer Global Advisors's KKR Position: Q2 2026 in Review

Mercer Global Advisors reduced its KKR & Co (KKR) stake by 6.8% in Q2 2026, selling an estimated $496K and leaving 70,482 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #758.

Mercer Global Advisors first reported a position in KKR in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.98M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mercer Global Advisors held 70,482 shares of KKR & Co worth $6.47M as of Q2 2026.
  • Mercer Global Advisors sold 5,111 KKR & Co shares in Q2 2026, an estimated $496K.
  • KKR & Co made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #758 holding.
  • Mercer Global Advisors first reported a position in KKR & Co in Q2 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's KKR & Co position peaked at $6.98M in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.