RFN
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RDA Financial Network’s KKR & Co KKR Stock Holding History

RDA Financial Network’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 		$474K Sell
5,162
-13,189
-72% -$1.28M 0.1% 171
2026
Q1 		$1.7M Sell
18,351
-564
-3% -$59.5K 0.42% 65
2025
Q4 		$2.41M Buy
18,915
+519
+3% +$64.6K 0.58% 43
2025
Q3 		$2.39M Buy
18,396
+1,665
+10% +$236K 0.59% 42
2025
Q2 		$2.23M Buy
16,731
+12,565
+302% +$1.47M 0.6% 41
2025
Q1 		$482K Sell
4,166
-2
-0% -$275 0.14% 136
2024
Q4 		$617K Sell
4,168
-231
-5% -$33.9K 0.18% 121
2024
Q3 		$574K Sell
4,399
-41
-0.9% -$4.85K 0.18% 129
2024
Q2 		$467K Sell
4,440
-91
-2% -$9.26K 0.15% 140
2024
Q1 		$456K Sell
4,531
-83
-2% -$7.63K 0.16% 136
2023
Q4 		$382K Buy
4,614
+42
+0.9% +$2.84K 0.14% 146
2023
Q3 		$282K Buy
4,572
+156
+4% +$9.47K 0.12% 174
2023
Q2 		$247K Buy
4,416
+126
+3% +$6.6K 0.1% 188
2023
Q1 		$225K Sell
4,290
-225
-5% -$12.1K 0.1% 195
2022
Q4 		$210K Buy
+4,515
New +$220K 0.11% 197
2022
Q3 		– Sell
-4,629
Closed -$214K – 208
2022
Q2 		$214K Sell
4,629
-99
-2% -$5.19K 0.11% 192
2022
Q1 		$276K Sell
4,728
-1,317
-22% -$82.9K 0.12% 174
2021
Q4 		$450K Buy
6,045
+103
+2% +$7.6K 0.18% 125
2021
Q3 		$362K Sell
5,942
-16
-0.3% -$1K 0.16% 148
2021
Q2 		$353K Buy
5,958
+4
+0.1% +$222 0.16% 149
2021
Q1 		$291K Buy
5,954
+129
+2% +$5.77K 0.12% 172
2020
Q4 		$236K Buy
+5,825
New +$220K 0.11% 186
2020
Q1 		– Sell
-7,184
Closed -$223K – 217
2019
Q4 		$223K Buy
+7,184
New +$205K 0.09% 224

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

RDA Financial Network's KKR Position: Q2 2026 in Review

RDA Financial Network reduced its KKR & Co (KKR) stake by 72% in Q2 2026, selling an estimated $1.28M and leaving 5,162 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #171.

RDA Financial Network first reported a position in KKR in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.41M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • RDA Financial Network held 5,162 shares of KKR & Co worth $474K as of Q2 2026.
  • RDA Financial Network sold 13,189 KKR & Co shares in Q2 2026, an estimated $1.28M.
  • KKR & Co made up 0.1% of RDA Financial Network's portfolio in Q2 2026, its #171 holding.
  • RDA Financial Network first reported a position in KKR & Co in Q4 2019 and has held it in 23 quarters since.
  • RDA Financial Network's KKR & Co position peaked at $2.41M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.