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Savvy Advisors Inc’s KKR & Co KKR Stock Holding History

Savvy Advisors Inc’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 		$240K Sell
2,600
-212
-8% -$22.3K 0.01% 971
2025
Q4 		$358K Buy
2,812
+311
+12% +$38.7K 0.01% 696
2025
Q3 		$325K Buy
2,501
+774
+45% +$110K 0.01% 589
2025
Q2 		$230K Buy
+1,727
New +$202K 0.02% 559

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

Savvy Advisors Inc's KKR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its KKR & Co (KKR) stake by 7.5% in Q1 2026, selling an estimated $22.3K and leaving 2,600 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #971.

Savvy Advisors Inc first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $358K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Savvy Advisors Inc held 2,600 shares of KKR & Co worth $240K as of Q1 2026.
  • Savvy Advisors Inc sold 212 KKR & Co shares in Q1 2026, an estimated $22.3K.
  • KKR & Co made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #971 holding.
  • Savvy Advisors Inc first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's KKR & Co position peaked at $358K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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