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

Portus 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 		– Sell
-55
Closed -$5.09K – 301
2026
Q1 		$5.09K Sell
55
-2,462
-98% -$260K ﹤0.01% 170
2025
Q4 		$321K Buy
2,517
+456
+22% +$56.7K 0.3% 44
2025
Q3 		$268K Buy
+2,061
New +$293K 0.27% 48

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Portus Wealth Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 55 shares — an estimated $5.09K sold.

Portus Wealth Advisors first reported a position in KKR in Q3 2025 and held it in 3 quarters. The position peaked at $321K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Portus Wealth Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 55 KKR & Co shares in Q2 2026, an estimated $5.09K.
  • Portus Wealth Advisors first reported a position in KKR & Co in Q3 2025 and held it in 3 quarters.
  • Portus Wealth Advisors's KKR & Co position peaked at $321K in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.