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Sage Mountain Advisors’s KKR & Co KKR Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,845
Closed -$235K – 440
2025
Q4 		$235K Sell
1,845
-70
-4% -$8.71K 0.01% 447
2025
Q3 		$249K Buy
+1,915
New +$272K 0.01% 415

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sage Mountain Advisors's KKR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,845 shares — an estimated $235K sold.

Sage Mountain Advisors first reported a position in KKR in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,845 KKR & Co shares in Q1 2026, an estimated $235K.
  • Sage Mountain Advisors first reported a position in KKR & Co in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's KKR & Co position peaked at $249K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.