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Procyon Advisors’s KKR & Co KKR Stock Holding History

Procyon 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 		$209K Sell
2,272
-1,364
-38% -$132K 0.01% 546
2026
Q1 		$336K Buy
3,636
+186
+5% +$19.6K 0.02% 430
2025
Q4 		$440K Buy
3,450
+1,165
+51% +$145K 0.02% 356
2025
Q3 		$297K Sell
2,285
-144
-6% -$20.4K 0.02% 409
2025
Q2 		$323K Sell
2,429
-22,222
-90% -$2.6M 0.03% 359
2025
Q1 		$2.85M Sell
24,651
-226
-0.9% -$31.1K 0.17% 126
2024
Q4 		$3.68M Buy
24,877
+548
+2% +$80.4K 0.23% 96
2024
Q3 		$3.18M Sell
24,329
-1,741
-7% -$206K 0.22% 101
2024
Q2 		$2.74M Buy
26,070
+2,581
+11% +$263K 0.2% 112
2024
Q1 		$2.36M Sell
23,489
-1,228
-5% -$113K 0.18% 128
2023
Q4 		$2.05M Buy
24,717
+1,669
+7% +$113K 0.17% 135
2023
Q3 		$1.42M Buy
23,048
+16,662
+261% +$1.01M 0.15% 158
2023
Q2 		$358K Buy
+6,386
New +$335K 0.05% 329

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

Procyon Advisors's KKR Position: Q2 2026 in Review

Procyon Advisors reduced its KKR & Co (KKR) stake by 38% in Q2 2026, selling an estimated $132K and leaving 2,272 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #546.

Procyon Advisors first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.68M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Procyon Advisors held 2,272 shares of KKR & Co worth $209K as of Q2 2026.
  • Procyon Advisors sold 1,364 KKR & Co shares in Q2 2026, an estimated $132K.
  • KKR & Co made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #546 holding.
  • Procyon Advisors first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
  • Procyon Advisors's KKR & Co position peaked at $3.68M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.