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

Opal 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
Q2 		– Sell
-488
Closed -$45.1K – 412
2026
Q1 		$45.1K Buy
+488
New +$51.4K 0.01% 425
2025
Q3 		– Sell
-732
Closed -$97.4K – 378
2025
Q2 		$97.4K Buy
732
+23
+3% +$2.69K 0.03% 274
2025
Q1 		$82K Buy
+709
New +$97.5K 0.03% 294
2024
Q3 		– Sell
-826
Closed -$86.9K – 716
2024
Q2 		$86.9K Buy
+826
New +$84.1K 0.03% 292

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Opal Wealth Advisors's KKR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 488 shares — an estimated $45.1K sold.

Opal Wealth Advisors first reported a position in KKR in Q2 2024 and held it in 4 quarters. The position peaked at $97.4K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 488 KKR & Co shares in Q2 2026, an estimated $45.1K.
  • Opal Wealth Advisors first reported a position in KKR & Co in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's KKR & Co position peaked at $97.4K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.