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Navis Wealth Advisors’s KKR & Co KKR Stock Holding History

Navis 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
Q1 		– Sell
-1,986
Closed -$253K – 195
2025
Q4 		$253K Buy
1,986
+40
+2% +$4.97K 0.11% 149
2025
Q3 		$253K Buy
1,946
+115
+6% +$16.3K 0.19% 102
2025
Q2 		$244K Sell
1,831
-93
-5% -$10.9K 0.21% 96
2025
Q1 		$222K Sell
1,924
-5
-0.3% -$688 0.22% 97
2024
Q4 		$285K Buy
1,929
+17
+0.9% +$2.49K 0.31% 77
2024
Q3 		$250K Buy
+1,912
New +$226K 0.27% 87

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Navis Wealth Advisors's KKR Position: Q1 2026 in Review

Navis Wealth Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,986 shares — an estimated $253K sold.

Navis Wealth Advisors first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $285K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Navis Wealth Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 1,986 KKR & Co shares in Q1 2026, an estimated $253K.
  • Navis Wealth Advisors first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Navis Wealth Advisors's KKR & Co position peaked at $285K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.