PWA
KKR icon

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

Pinnacle 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
2021
Q2 		$2.96M Buy
+49,877
New +$2.77M 0.12% 148

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Advisors's KKR Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in KKR & Co (KKR) in Q2 2021: 49,877 shares worth $2.96M. The stake represents 0.12% of the portfolio and ranks #148 among its holdings.

706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • Pinnacle Wealth Advisors held 49,877 shares of KKR & Co worth $2.96M as of Q2 2021.
  • KKR & Co was a new Pinnacle Wealth Advisors position in Q2 2021.
  • KKR & Co made up 0.12% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #148 holding.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.