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Scarborough Advisors’s KKR & Co KKR Stock Holding History

Scarborough 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 		– Sell
-2
Closed -$185 – 422
2026
Q1 		$185 Hold
2
– – ﹤0.01% 712
2025
Q4 		$255 Sell
2
-1
-33% -$124 ﹤0.01% 418
2025
Q3 		$390 Hold
3
– – ﹤0.01% 414
2025
Q2 		$399 Buy
+3
New +$351 ﹤0.01% 400
2024
Q3 		– Sell
-4
Closed -$421 – 290
2024
Q2 		$421 Buy
+4
New +$407 ﹤0.01% 373

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

Scarborough Advisors's KKR Position: Q2 2026 in Review

Scarborough Advisors sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 2 shares — an estimated $185 sold.

Scarborough Advisors first reported a position in KKR in Q2 2024 and held it in 5 quarters. The position peaked at $421 in Q2 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Scarborough Advisors reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 2 KKR & Co shares in Q2 2026, an estimated $185.
  • Scarborough Advisors first reported a position in KKR & Co in Q2 2024 and held it in 5 quarters.
  • Scarborough Advisors's KKR & Co position peaked at $421 in Q2 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.