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

Perennial 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 		$421K Buy
4,554
+394
+9% +$41.5K 0.03% 320
2025
Q4 		$530K Buy
4,160
+301
+8% +$37.4K 0.04% 275
2025
Q3 		$501K Buy
3,859
+117
+3% +$16.6K 0.04% 270
2025
Q2 		$498K Sell
3,742
-23
-0.6% -$2.69K 0.05% 262
2025
Q1 		$435K Buy
+3,765
New +$518K 0.05% 254

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 $315B AUM 27.84% 1-Year Est. Return

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

Perennial Investment Advisors increased its KKR & Co (KKR) stake by 9.5% in Q1 2026, buying an estimated $41.5K and bringing the position to 4,554 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #320.

Perennial Investment Advisors first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $530K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Perennial Investment Advisors held 4,554 shares of KKR & Co worth $421K as of Q1 2026.
  • Perennial Investment Advisors bought 394 KKR & Co shares in Q1 2026, an estimated $41.5K.
  • KKR & Co made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #320 holding.
  • Perennial Investment Advisors first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's KKR & Co position peaked at $530K in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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