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Plante Moran Financial Advisors’s KKR & Co KKR Stock Holding History

Plante Moran 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
Q2 		$6.7K Sell
73
-2
-3% -$194 ﹤0.01% 600
2026
Q1 		$6.9K Hold
75
– – ﹤0.01% 546
2025
Q4 		$9.51K Sell
75
-14
-16% -$1.74K ﹤0.01% 561
2025
Q3 		$11.5K Buy
+89
New +$12.6K ﹤0.01% 533
2025
Q2 		– Sell
-1,107
Closed -$128K – 822
2025
Q1 		$128K Hold
1,107
– – 0.01% 215
2024
Q4 		$164K Hold
1,107
– – 0.01% 197
2024
Q3 		$145K Buy
+1,107
New +$131K 0.01% 215
2023
Q1 		– Sell
-188
Closed -$8.73K – 847
2022
Q4 		$8.73K Buy
+188
New +$9.16K ﹤0.01% 599
2022
Q1 		– Sell
-1,107
Closed -$82K – 909
2021
Q4 		$82K Sell
1,107
-1,284
-54% -$94.7K 0.01% 277
2021
Q3 		$146K Sell
2,391
-102
-4% -$6.41K 0.03% 221
2021
Q2 		$148K Buy
2,493
+1,385
+125% +$76.9K 0.04% 211
2021
Q1 		$54K Buy
+1,108
New +$49.6K 0.01% 345
2020
Q1 		– Sell
-4,000
Closed -$115K – 790
2019
Q4 		$117K Buy
+4,000
New +$114K 0.04% 218
2015
Q3 		– Sell
-2,949
Closed -$67K – 732
2015
Q2 		$67K Buy
2,949
+665
+29% +$15.3K 0.05% 252
2015
Q1 		$52K Buy
+2,284
New +$53.9K 0.04% 274
2014
Q3 		– Sell
-200
Closed -$5K – 827
2014
Q2 		$5K Hold
200
– – ﹤0.01% 666
2014
Q1 		$5K Sell
200
-1,842
-90% -$44.6K 0.01% 465
2013
Q4 		$50K Buy
+2,042
New +$47K 0.03% 235

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Plante Moran Financial Advisors's KKR Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its KKR & Co (KKR) stake by 2.7% in Q2 2026, selling an estimated $194 and leaving 73 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Plante Moran Financial Advisors first reported a position in KKR in Q4 2013 and has held it in 18 quarters since. The position peaked at $164K in Q4 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Plante Moran Financial Advisors held 73 shares of KKR & Co worth $6.7K as of Q2 2026.
  • Plante Moran Financial Advisors sold 2 KKR & Co shares in Q2 2026, an estimated $194.
  • KKR & Co made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #600 holding.
  • Plante Moran Financial Advisors first reported a position in KKR & Co in Q4 2013 and has held it in 18 quarters since.
  • Plante Moran Financial Advisors's KKR & Co position peaked at $164K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.