IAGL
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Innovative Advisory Group, LLC’s KKR & Co KKR Stock Holding History

Innovative Advisory Group, LLC’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
-100
Closed -$12.7K – 131
2025
Q4 		$12.7K Hold
100
– – 0.01% 123
2025
Q3 		$13K Hold
100
– – 0.01% 124
2025
Q2 		$13.3K Hold
100
– – 0.01% 119
2025
Q1 		$11.6K Hold
100
– – 0.01% 103
2024
Q4 		$14.8K Buy
+100
New +$14.7K 0.01% 95

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Innovative Advisory Group, LLC's KKR Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 100 shares — an estimated $12.7K sold.

Innovative Advisory Group, LLC first reported a position in KKR in Q4 2024 and held it in 5 quarters. The position peaked at $14.8K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 100 KKR & Co shares in Q1 2026, an estimated $12.7K.
  • Innovative Advisory Group, LLC first reported a position in KKR & Co in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's KKR & Co position peaked at $14.8K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.