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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
Q2 		$329K Buy
3,585
+985
+38% +$95.5K 0.01% 952
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Savvy Advisors Inc's KKR Position: Q2 2026 in Review

Savvy Advisors Inc increased its KKR & Co (KKR) stake by 38% in Q2 2026, buying an estimated $95.5K and bringing the position to 3,585 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #952.

Savvy Advisors Inc first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Savvy Advisors Inc held 3,585 shares of KKR & Co worth $329K as of Q2 2026.
  • Savvy Advisors Inc bought 985 KKR & Co shares in Q2 2026, an estimated $95.5K.
  • KKR & Co made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #952 holding.
  • Savvy Advisors Inc first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's KKR & Co position peaked at $358K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.