OneDigital Investment Advisors’s KKR & Co KKR Stock Holding History

OneDigital 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 Q1	$552K	Sell	5,970 -3,649	-38%	-$385K	0.01%	902
2025 Q4	$1.23M	Sell	9,619 -952	-9%	-$118K	0.01%	601
2025 Q3	$1.37M	Sell	10,571 -4,667	-31%	-$662K	0.01%	551
2025 Q2	$2.03M	Buy	15,238 +1,442	+10%	+$169K	0.02%	426
2025 Q1	$1.59M	Buy	13,796 +1,311	+11%	+$180K	0.02%	460
2024 Q4	$1.85M	Sell	12,485 -2,651	-18%	-$389K	0.02%	443
2024 Q3	$1.98M	Buy	15,136 +4,481	+42%	+$530K	0.02%	441
2024 Q2	$1.12M	Buy	10,655 +5,711	+116%	+$581K	0.01%	579
2024 Q1	$497K	Buy	4,944 +329	+7%	+$30.3K	0.01%	741
2023 Q4	$382K	Buy	+4,615	New	+$312K	0.01%	825

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

OneDigital Investment Advisors's KKR Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its KKR & Co (KKR) stake by 38% in Q1 2026, selling an estimated $385K and leaving 5,970 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #902.

OneDigital Investment Advisors first reported a position in KKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q2 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

OneDigital Investment Advisors held 5,970 shares of KKR & Co worth $552K as of Q1 2026.
OneDigital Investment Advisors sold 3,649 KKR & Co shares in Q1 2026, an estimated $385K.
KKR & Co made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #902 holding.
OneDigital Investment Advisors first reported a position in KKR & Co in Q4 2023 and has held it in 10 quarters since.
OneDigital Investment Advisors's KKR & Co position peaked at $2.03M in Q2 2025.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.