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Millennium Capital Advisors’s KKR & Co KKR Stock Holding History

Millennium Capital 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 		– Sell
-2,255
Closed -$209K – 142
2026
Q1 		$209K Sell
2,255
-900
-29% -$94.9K 0.13% 124
2025
Q4 		$402K Buy
3,155
+185
+6% +$23K 0.24% 85
2025
Q3 		$386K Buy
2,970
+1,250
+73% +$177K 0.23% 82
2025
Q2 		$229K Buy
+1,720
New +$201K 0.15% 110
2025
Q1 		– Sell
-1,400
Closed -$207K – 120
2024
Q4 		$207K Buy
+1,400
New +$205K 0.14% 110

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

Millennium Capital Advisors's KKR Position: Q2 2026 in Review

Millennium Capital Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2,255 shares — an estimated $209K sold.

Millennium Capital Advisors first reported a position in KKR in Q4 2024 and held it in 5 quarters. The position peaked at $402K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Millennium Capital Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Millennium Capital Advisors sold 2,255 KKR & Co shares in Q2 2026, an estimated $209K.
  • Millennium Capital Advisors first reported a position in KKR & Co in Q4 2024 and held it in 5 quarters.
  • Millennium Capital Advisors's KKR & Co position peaked at $402K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.