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Mount Yale Investment Advisors’s KKR & Co KKR Stock Holding History

Mount Yale Investment 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
Q1 		$686K Buy
7,417
+2,946
+66% +$311K 0.02% 615
2025
Q4 		$570K Buy
4,471
+1,444
+48% +$180K 0.03% 434
2025
Q3 		$393K Buy
3,027
+1,514
+100% +$215K 0.03% 461
2025
Q2 		$201K Buy
+1,513
New +$177K 0.02% 542
2025
Q1 		– Sell
-1,560
Closed -$231K – 565
2024
Q4 		$231K Sell
1,560
-898
-37% -$132K 0.02% 505
2024
Q3 		$321K Buy
2,458
+9
+0.4% +$1.06K 0.03% 414
2024
Q2 		$258K Sell
2,449
-17
-0.7% -$1.73K 0.02% 473
2024
Q1 		$248K Sell
2,466
-14
-0.6% -$1.29K 0.02% 487
2023
Q4 		$205K Buy
+2,480
New +$168K 0.02% 472
2022
Q2 		– Sell
-3,827
Closed -$224K – 479
2022
Q1 		$224K Buy
3,827
+791
+26% +$49.8K 0.02% 427
2021
Q4 		$226K Buy
+3,036
New +$224K 0.02% 430
2021
Q3 		– Sell
-3,470
Closed -$206K – 478
2021
Q2 		$206K Buy
+3,470
New +$193K 0.02% 411
2018
Q4 		– Sell
-2,180
Closed -$54K – 547
2018
Q3 		$54K Hold
2,180
– – 0.01% 585
2018
Q2 		$54K Hold
2,180
– – 0.01% 611
2018
Q1 		$44K Buy
+2,180
New +$48.4K 0.01% 632

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's KKR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its KKR & Co (KKR) stake by 66% in Q1 2026, buying an estimated $311K and bringing the position to 7,417 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #615.

Mount Yale Investment Advisors first reported a position in KKR in Q1 2018 and has held it in 15 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Mount Yale Investment Advisors held 7,417 shares of KKR & Co worth $686K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,946 KKR & Co shares in Q1 2026, an estimated $311K.
  • KKR & Co made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #615 holding.
  • Mount Yale Investment Advisors first reported a position in KKR & Co in Q1 2018 and has held it in 15 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.