MONECO Advisors’s KKR & Co KKR Stock Holding History

MONECO 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	$1.81M	Buy	19,735 +104	+0.5%	+$10.1K	0.11%	182
2026 Q1	$1.82M	Sell	19,631 -466	-2%	-$49.1K	0.14%	147
2025 Q4	$2.56M	Sell	20,097 -4,445	-18%	-$553K	0.2%	107
2025 Q3	$3.19M	Buy	24,542 +50	+0.2%	+$7.1K	0.27%	80
2025 Q2	$3.26M	Sell	24,492 -752	-3%	-$88K	0.3%	69
2025 Q1	$2.92M	Buy	25,244 +18	+0.1%	+$2.48K	0.3%	76
2024 Q4	$3.73M	Buy	25,226 +20,996	+496%	+$3.08M	0.39%	57
2024 Q3	$552K	Hold	4,230	–	–	0.07%	241
2024 Q2	$445K	Sell	4,230 -50	-1%	-$5.09K	0.07%	254
2024 Q1	$430K	Buy	4,280 +91	+2%	+$8.37K	0.07%	257
2023 Q4	$347K	Hold	4,189	–	–	0.07%	264
2023 Q3	$258K	Buy	4,189 +117	+3%	+$7.11K	0.07%	276
2023 Q2	$228K	Sell	4,072 -39	-0.9%	-$2.04K	0.06%	299
2023 Q1	$216K	Buy	+4,111	New	+$221K	0.06%	298
2022 Q2	–	Sell	-4,055	Closed	-$237K	–	256
2022 Q1	$237K	Hold	4,055	–	–	0.09%	212
2021 Q4	$288K	Hold	4,055	–	–	0.11%	187
2021 Q3	$247K	Hold	4,055	–	–	0.1%	209
2021 Q2	$240K	Buy	+4,055	New	+$225K	0.11%	186

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 $3.37T AUM 44.26% 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

MONECO Advisors's KKR Position: Q2 2026 in Review

MONECO Advisors increased its KKR & Co (KKR) stake by 0.53% in Q2 2026, buying an estimated $10.1K and bringing the position to 19,735 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #182.

MONECO Advisors first reported a position in KKR in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.73M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

MONECO Advisors held 19,735 shares of KKR & Co worth $1.81M as of Q2 2026.
MONECO Advisors bought 104 KKR & Co shares in Q2 2026, an estimated $10.1K.
KKR & Co made up 0.11% of MONECO Advisors's portfolio in Q2 2026, its #182 holding.
MONECO Advisors first reported a position in KKR & Co in Q2 2021 and has held it in 18 quarters since.
MONECO Advisors's KKR & Co position peaked at $3.73M in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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