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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
Q2 		$741K Buy
8,077
+660
+9% +$64K 0.01% 670
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's KKR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its KKR & Co (KKR) stake by 8.9% in Q2 2026, buying an estimated $64K and bringing the position to 8,077 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #670.

Mount Yale Investment Advisors first reported a position in KKR in Q1 2018 and has held it in 16 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mount Yale Investment Advisors held 8,077 shares of KKR & Co worth $741K as of Q2 2026.
  • Mount Yale Investment Advisors bought 660 KKR & Co shares in Q2 2026, an estimated $64K.
  • KKR & Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #670 holding.
  • Mount Yale Investment Advisors first reported a position in KKR & Co in Q1 2018 and has held it in 16 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.