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

Physician 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	$735	Sell	8 -38	-83%	-$3.69K	﹤0.01%	1942
2026 Q1	$4.25K	Buy	46 +21	+84%	+$2.21K	﹤0.01%	1063
2025 Q4	$3.19K	Buy	25 +3	+14%	+$373	﹤0.01%	1113
2025 Q3	$2.86K	Buy	22 +13	+144%	+$1.84K	﹤0.01%	1081
2025 Q2	$1.2K	Buy	9 +3	+50%	+$351	﹤0.01%	1278
2025 Q1	$694	Sell	6 -4	-40%	-$550	﹤0.01%	1277
2024 Q4	$1.48K	Buy	+10	New	+$1.47K	﹤0.01%	878

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Physician Wealth Advisors reduced its KKR & Co (KKR) stake by 83% in Q2 2026, selling an estimated $3.69K and leaving 8 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Physician Wealth Advisors first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.25K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Physician Wealth Advisors held 8 shares of KKR & Co worth $735 as of Q2 2026.
Physician Wealth Advisors sold 38 KKR & Co shares in Q2 2026, an estimated $3.69K.
KKR & Co made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1942 holding.
Physician Wealth Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's KKR & Co position peaked at $4.25K in Q1 2026.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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