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Principia Wealth Advisory’s KKR & Co KKR Stock Holding History

Principia Wealth Advisory’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 		$5.69K Buy
62
+25
+68% +$2.42K ﹤0.01% 338
2026
Q1 		$3.42K Sell
37
-4
-10% -$422 ﹤0.01% 377
2025
Q4 		$5.23K Buy
41
+11
+37% +$1.37K ﹤0.01% 265
2025
Q3 		$3.9K Buy
30
+7
+30% +$994 ﹤0.01% 307
2025
Q2 		$3.06K Hold
23
– – ﹤0.01% 305
2025
Q1 		$2.54K Buy
23
+5
+28% +$688 ﹤0.01% 255
2024
Q4 		$2.66K Buy
+18
New +$2.64K ﹤0.01% 201

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

Principia Wealth Advisory's KKR Position: Q2 2026 in Review

Principia Wealth Advisory increased its KKR & Co (KKR) stake by 68% in Q2 2026, buying an estimated $2.42K and bringing the position to 62 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Principia Wealth Advisory first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Principia Wealth Advisory held 62 shares of KKR & Co worth $5.69K as of Q2 2026.
  • Principia Wealth Advisory bought 25 KKR & Co shares in Q2 2026, an estimated $2.42K.
  • KKR & Co made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #338 holding.
  • Principia Wealth Advisory first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.