Register Financial Advisors’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$638K	Buy	6,952 +1,204	+21%	+$117K	0.2%	123
2026 Q1	$532K	Buy	5,748 +1,738	+43%	+$183K	0.2%	116
2025 Q4	$511K	Buy	4,010 +303	+8%	+$37.7K	0.2%	109
2025 Q3	$482K	Buy	3,707 +41	+1%	+$5.82K	0.19%	113
2025 Q2	$488K	Buy	3,666 +67	+2%	+$7.84K	0.21%	106
2025 Q1	$416K	Sell	3,599 -298	-8%	-$41K	0.22%	106
2024 Q4	$576K	Buy	3,897 +2	+0.1%	+$293	0.29%	89
2024 Q3	$509K	Sell	3,895 -98	-2%	-$11.6K	0.26%	96
2024 Q2	$420K	Buy	3,993 +2	+0.1%	+$204	0.21%	107
2024 Q1	$401K	Sell	3,991 -448	-10%	-$41.2K	0.21%	110
2023 Q4	$368K	Buy	4,439 +3	+0.1%	+$203	0.25%	99
2023 Q3	$273K	Buy	4,436 +3	+0.1%	+$182	0.2%	109
2023 Q2	$248K	Sell	4,433 -246	-5%	-$12.9K	0.18%	120
2023 Q1	$246K	Sell	4,679 -271	-5%	-$14.5K	0.19%	112
2022 Q4	$230K	Buy	+4,950	New	+$241K	0.15%	146

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Register Financial Advisors's KKR Position: Q2 2026 in Review

Register Financial Advisors increased its KKR & Co (KKR) stake by 21% in Q2 2026, buying an estimated $117K and bringing the position to 6,952 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #123.

Register Financial Advisors first reported a position in KKR in Q4 2022 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Register Financial Advisors held 6,952 shares of KKR & Co worth $638K as of Q2 2026.
Register Financial Advisors bought 1,204 KKR & Co shares in Q2 2026, an estimated $117K.
KKR & Co made up 0.2% of Register Financial Advisors's portfolio in Q2 2026, its #123 holding.
Register Financial Advisors first reported a position in KKR & Co in Q4 2022 and has held it in 15 quarters since.
493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.