Sand Hill Global Advisors’s KKR & Co KKR Stock Holding History

Sand Hill Global 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 Q2	$219K	Hold	2,381	–	–	0.01%	206
2026 Q1	$220K	Hold	2,381	–	–	0.01%	192
2025 Q4	$304K	Hold	2,381	–	–	0.01%	165
2025 Q3	$309K	Hold	2,381	–	–	0.01%	164
2025 Q2	$317K	Hold	2,381	–	–	0.01%	166
2025 Q1	$275K	Hold	2,381	–	–	0.01%	170
2024 Q4	$352K	Sell	2,381 -50	-2%	-$7.34K	0.01%	156
2024 Q3	$317K	Hold	2,431	–	–	0.01%	160
2024 Q2	$256K	Sell	2,431 -49	-2%	-$4.99K	0.01%	171
2024 Q1	$249K	Sell	2,480 -563	-19%	-$51.8K	0.01%	148
2023 Q4	$252K	Buy	+3,043	New	+$206K	0.01%	150

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sand Hill Global Advisors's KKR Position: Q2 2026 in Review

Sand Hill Global Advisors held its KKR & Co (KKR) position steady in Q2 2026 at 2,381 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #206.

Sand Hill Global Advisors first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sand Hill Global Advisors held 2,381 shares of KKR & Co worth $219K as of Q2 2026.
Sand Hill Global Advisors left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #206 holding.
Sand Hill Global Advisors first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Sand Hill Global Advisors's KKR & Co position peaked at $352K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.