Mutual Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Buy |
7,739
+976
| +14% | +$103K | 0.02% | 715 |
|
|
2025
Q4 | $862K | Sell |
6,763
-222
| -3% | -$27.6K | 0.02% | 633 |
|
|
2025
Q3 | $845K | Sell |
6,985
-2,813
| -29% | -$399K | 0.02% | 644 |
|
|
2025
Q2 | $1.49M | Buy |
9,798
+436
| +5% | +$51K | 0.04% | 386 |
|
|
2025
Q1 | $1.06M | Buy |
9,362
+257
| +3% | +$35.4K | 0.03% | 432 |
|
|
2024
Q4 | $1.4M | Sell |
9,105
-103
| -1% | -$15.1K | 0.04% | 376 |
|
|
2024
Q3 | $1.32M | Buy |
9,208
+75
| +0.8% | +$8.87K | 0.04% | 395 |
|
|
2024
Q2 | $1.08M | Buy |
9,133
+78
| +0.9% | +$7.94K | 0.03% | 463 |
|
|
2024
Q1 | $911K | Buy |
9,055
+65
| +0.7% | +$5.98K | 0.03% | 500 |
|
|
2023
Q4 | $745K | Buy |
8,990
+75
| +0.8% | +$5.08K | 0.03% | 536 |
|
|
2023
Q3 | $549K | Sell |
8,915
-37
| -0.4% | -$2.25K | 0.02% | 598 |
|
|
2023
Q2 | $501K | Sell |
8,952
-599
| -6% | -$31.4K | 0.02% | 635 |
|
|
2023
Q1 | $502K | Buy |
9,551
+634
| +7% | +$34K | 0.02% | 616 |
|
|
2022
Q4 | $414K | Sell |
8,917
-49
| -0.5% | -$2.39K | 0.02% | 641 |
|
|
2022
Q3 | $386K | Sell |
8,966
-2
| -0% | -$101 | 0.02% | 640 |
|
|
2022
Q2 | $415K | Buy |
8,968
+1,180
| +15% | +$61.9K | 0.03% | 596 |
|
|
2022
Q1 | $455K | Sell |
7,788
-665
| -8% | -$41.9K | 0.03% | 599 |
|
|
2021
Q4 | $630K | Buy |
8,453
+700
| +9% | +$51.6K | 0.03% | 509 |
|
|
2021
Q3 | $472K | Hold |
7,753
| – | – | 0.03% | 560 |
|
|
2021
Q2 | $459K | Hold |
7,753
| – | – | 0.03% | 555 |
|
|
2021
Q1 | $379K | Sell |
7,753
-8,801
| -53% | -$394K | 0.03% | 568 |
|
|
2020
Q4 | $670K | Hold |
16,554
| – | – | 0.05% | 406 |
|
|
2020
Q3 | $568K | Sell |
16,554
-2,021
| -11% | -$70.7K | 0.05% | 397 |
|
|
2020
Q2 | $574K | Hold |
18,575
| – | – | 0.06% | 351 |
|
|
2020
Q1 | $436K | Sell |
18,575
-1,300
| -7% | -$37.3K | 0.06% | 315 |
|
|
2019
Q4 | $580K | Sell |
19,875
-600
| -3% | -$17.1K | 0.06% | 314 |
|
|
2019
Q3 | $550K | Hold |
20,475
| – | – | 0.07% | 293 |
|
|
2019
Q2 | $517K | Sell |
20,475
-1,200
| -6% | -$28.7K | 0.07% | 324 |
|
|
2019
Q1 | $509K | Hold |
21,675
| – | – | 0.08% | 275 |
|
|
2018
Q4 | $425K | Buy |
21,675
+2,155
| +11% | +$49.3K | 0.08% | 258 |
|
|
2018
Q3 | $532K | Hold |
19,520
| – | – | 0.08% | 276 |
|
|
2018
Q2 | $485K | Buy |
19,520
+2,175
| +13% | +$48.3K | 0.11% | 248 |
|
|
2018
Q1 | $352K | Buy |
+17,345
| New | +$385K | 0.09% | 284 |
|
Other funds holding KKR
VCM
Mutual Advisors's KKR Position: Q1 2026 in Review
Mutual Advisors increased its KKR & Co (KKR) stake by 14% in Q1 2026, buying an estimated $103K and bringing the position to 7,739 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #715.
Mutual Advisors first reported a position in KKR in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.49M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Mutual Advisors held 7,739 shares of KKR & Co worth $716K as of Q1 2026.
- Mutual Advisors bought 976 KKR & Co shares in Q1 2026, an estimated $103K.
- KKR & Co made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #715 holding.
- Mutual Advisors first reported a position in KKR & Co in Q1 2018 and has held it in 33 quarters since.
- Mutual Advisors's KKR & Co position peaked at $1.49M in Q2 2025.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.