Moss Adams Wealth Advisors’s KKR & Co KKR Stock Holding History

Moss Adams Wealth 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	$273K	Buy	+2,979	New	+$289K	0.02%	234
2026 Q1	–	Sell	-1,923	Closed	-$245K	–	285
2025 Q4	$245K	Buy	1,923 +36	+2%	+$4.48K	0.02%	225
2025 Q3	$245K	Buy	1,887 +51	+3%	+$7.24K	0.02%	214
2025 Q2	$244K	Buy	+1,836	New	+$215K	0.02%	222

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Moss Adams Wealth Advisors's KKR Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 2,979 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in KKR as recently as Q4 2025.

Moss Adams Wealth Advisors first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Moss Adams Wealth Advisors held 2,979 shares of KKR & Co worth $273K as of Q2 2026.
KKR & Co was a new Moss Adams Wealth Advisors position in Q2 2026.
KKR & Co made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Moss Adams Wealth Advisors first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
462 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.