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Pettinga Financial Advisors’s KKR & Co KKR Stock Holding History

Pettinga Financial 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 		– Sell
-1,821
Closed -$232K – 154
2025
Q4 		$232K Hold
1,821
– – 0.04% 133
2025
Q3 		$237K Hold
1,821
– – 0.05% 123
2025
Q2 		$242K Hold
1,821
– – 0.05% 115
2025
Q1 		$211K Hold
1,821
– – 0.05% 124
2024
Q4 		$269K Hold
1,821
– – 0.06% 112
2024
Q3 		$238K Buy
+1,821
New +$215K 0.06% 108

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

Pettinga Financial Advisors's KKR Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,821 shares — an estimated $232K sold.

Pettinga Financial Advisors first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $269K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Pettinga Financial Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 1,821 KKR & Co shares in Q1 2026, an estimated $232K.
  • Pettinga Financial Advisors first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Pettinga Financial Advisors's KKR & Co position peaked at $269K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.