NA
KKR icon

NewEdge Advisors’s KKR & Co KKR Stock Holding History

NewEdge 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 		$5.73M Sell
62,393
-2,256
-3% -$219K 0.02% 720
2026
Q1 		$5.98M Sell
64,649
-39,126
-38% -$4.12M 0.02% 624
2025
Q4 		$13.2M Buy
103,775
+5,715
+6% +$711K 0.05% 347
2025
Q3 		$12.7M Sell
98,060
-8,812
-8% -$1.25M 0.06% 338
2025
Q2 		$14.2M Buy
106,872
+24,254
+29% +$2.84M 0.07% 269
2025
Q1 		$9.55M Buy
82,618
+26,789
+48% +$3.69M 0.06% 337
2024
Q4 		$8.26M Buy
55,829
+7,802
+16% +$1.14M 0.05% 357
2024
Q3 		$6.27M Buy
48,027
+40,706
+556% +$4.82M 0.04% 406
2024
Q2 		$770K Buy
7,321
+976
+15% +$99.4K 0.01% 1189
2024
Q1 		$638K Buy
6,345
+1,978
+45% +$182K 0.01% 1207
2023
Q4 		$362K Buy
4,367
+404
+10% +$27.4K ﹤0.01% 1462
2023
Q3 		$244K Sell
3,963
-205
-5% -$12.4K ﹤0.01% 1538
2023
Q2 		$233K Sell
4,168
-195
-4% -$10.2K ﹤0.01% 1571
2023
Q1 		$229K Sell
4,363
-3,320
-43% -$178K ﹤0.01% 1487
2022
Q4 		$144K Sell
7,683
-11,143
-59% -$543K ﹤0.01% 1300
2022
Q3 		$809K Sell
18,826
-6,940
-27% -$351K 0.01% 736
2022
Q2 		$1.19M Buy
25,766
+3,083
+14% +$162K 0.02% 605
2022
Q1 		$1.33M Buy
22,683
+12,714
+128% +$800K 0.02% 551
2021
Q4 		$743K Buy
9,969
+3,644
+58% +$269K 0.01% 884
2021
Q3 		$385K Sell
6,325
-5,630
-47% -$354K 0.01% 825
2021
Q2 		$708K Buy
11,955
+7,646
+177% +$424K 0.02% 626
2021
Q1 		$211K Buy
+4,309
New +$193K 0.01% 927
2017
Q3 		– Sell
-2,000
Closed -$37.7K – 770
2017
Q2 		$37.7K Buy
+2,000
New +$36.6K 0.01% 588

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NewEdge Advisors's KKR Position: Q2 2026 in Review

NewEdge Advisors reduced its KKR & Co (KKR) stake by 3.5% in Q2 2026, selling an estimated $219K and leaving 62,393 shares worth $5.73M. The position accounts for 0.02% of the portfolio, ranked #720.

NewEdge Advisors first reported a position in KKR in Q2 2017 and has held it in 23 quarters since. The position peaked at $14.2M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • NewEdge Advisors held 62,393 shares of KKR & Co worth $5.73M as of Q2 2026.
  • NewEdge Advisors sold 2,256 KKR & Co shares in Q2 2026, an estimated $219K.
  • KKR & Co made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #720 holding.
  • NewEdge Advisors first reported a position in KKR & Co in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's KKR & Co position peaked at $14.2M in Q2 2025.
  • 1,007 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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