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SageView Advisory Group’s KKR & Co KKR Stock Holding History

SageView Advisory Group’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
-1,181
Closed -$151K – 1574
2025
Q4 		$151K Sell
1,181
-1,384
-54% -$172K 0.01% 688
2025
Q3 		$333K Sell
2,565
-204
-7% -$29K 0.01% 484
2025
Q2 		$421K Sell
2,769
-44
-2% -$5.15K 0.02% 411
2025
Q1 		$325K Sell
2,813
-3,825
-58% -$526K 0.01% 448
2024
Q4 		$982K Buy
6,638
+964
+17% +$141K 0.04% 225
2024
Q3 		$741K Sell
5,674
-1,197
-17% -$142K 0.04% 236
2024
Q2 		$723K Buy
+6,871
New +$700K 0.03% 274
2024
Q1 		– Sell
-4,063
Closed -$357K – 644
2023
Q4 		$357K Buy
+4,063
New +$275K 0.02% 461
2023
Q1 		– Sell
-5,509
Closed -$256K – 473
2022
Q4 		$256K Buy
+5,509
New +$269K 0.02% 356

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's KKR Position: Q1 2026 in Review

SageView Advisory Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,181 shares — an estimated $151K sold.

SageView Advisory Group first reported a position in KKR in Q4 2022 and held it in 9 quarters. The position peaked at $982K in Q4 2024. 1,288 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • SageView Advisory Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,181 KKR & Co shares in Q1 2026, an estimated $151K.
  • SageView Advisory Group first reported a position in KKR & Co in Q4 2022 and held it in 9 quarters.
  • SageView Advisory Group's KKR & Co position peaked at $982K in Q4 2024.
  • 1,288 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.