Sanctuary Advisors’s KKR & Co KKR Stock Holding History

Sanctuary 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	$5.78M	Sell	62,524 -6,201	-9%	-$654K	0.03%	519
2025 Q4	$8.76M	Sell	68,725 -4,844	-7%	-$603K	0.05%	387
2025 Q3	$9.56M	Sell	73,569 -5,332	-7%	-$757K	0.05%	352
2025 Q2	$10.5M	Sell	78,901 -18,799	-19%	-$2.2M	0.07%	304
2025 Q1	$11.3M	Sell	97,700 -619	-0.6%	-$85.2K	0.08%	260
2024 Q4	$16.4M	Buy	98,319 +5,578	+6%	+$818K	0.1%	211
2024 Q3	$14.7M	Buy	92,741 +22,007	+31%	+$2.6M	0.09%	240
2024 Q2	$6.76M	Buy	+70,734	New	+$7.2M	0.05%	371

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanctuary Advisors's KKR Position: Q1 2026 in Review

Sanctuary Advisors reduced its KKR & Co (KKR) stake by 9% in Q1 2026, selling an estimated $654K and leaving 62,524 shares worth $5.78M. The position accounts for 0.03% of the portfolio, ranked #519.

Sanctuary Advisors first reported a position in KKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.4M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Sanctuary Advisors held 62,524 shares of KKR & Co worth $5.78M as of Q1 2026.
Sanctuary Advisors sold 6,201 KKR & Co shares in Q1 2026, an estimated $654K.
KKR & Co made up 0.03% of Sanctuary Advisors's portfolio in Q1 2026, its #519 holding.
Sanctuary Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's KKR & Co position peaked at $16.4M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.