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Sandy Cove Advisors’s KKR & Co KKR Stock Holding History

Sandy Cove 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
-1,867
Closed -$238K – 151
2025
Q4 		$238K Sell
1,867
-45
-2% -$5.6K 0.07% 124
2025
Q3 		$248K Buy
1,912
+135
+8% +$19.2K 0.08% 122
2025
Q2 		$236K Sell
1,777
-122
-6% -$14.3K 0.09% 114
2025
Q1 		$220K Buy
1,899
+86
+5% +$11.8K 0.09% 113
2024
Q4 		$268K Buy
1,813
+91
+5% +$13.4K 0.11% 107
2024
Q3 		$225K Buy
+1,722
New +$204K 0.09% 112
2022
Q2 		– Sell
-1,500
Closed -$88K – 247
2022
Q1 		$88K Hold
1,500
– – 0.07% 134
2021
Q4 		$112K Buy
+1,500
New +$111K 0.09% 112

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

Sandy Cove Advisors's KKR Position: Q1 2026 in Review

Sandy Cove Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,867 shares — an estimated $238K sold.

Sandy Cove Advisors first reported a position in KKR in Q4 2021 and held it in 8 quarters. The position peaked at $268K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Sandy Cove Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,867 KKR & Co shares in Q1 2026, an estimated $238K.
  • Sandy Cove Advisors first reported a position in KKR & Co in Q4 2021 and held it in 8 quarters.
  • Sandy Cove Advisors's KKR & Co position peaked at $268K in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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