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Sequoia Financial Advisors’s KKR & Co KKR Stock Holding History

Sequoia Financial 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 		$2M Buy
21,740
+649
+3% +$62.9K 0.01% 639
2026
Q1 		$1.95M Sell
21,091
-5,994
-22% -$632K 0.01% 610
2025
Q4 		$3.45M Buy
27,085
+2,674
+11% +$333K 0.02% 409
2025
Q3 		$3.17M Buy
24,411
+453
+2% +$64.3K 0.02% 403
2025
Q2 		$3.19M Buy
23,958
+1,131
+5% +$132K 0.02% 369
2025
Q1 		$2.64M Buy
22,827
+7,481
+49% +$1.03M 0.02% 384
2024
Q4 		$2.27M Buy
15,346
+742
+5% +$109K 0.02% 379
2024
Q3 		$1.91M Buy
14,604
+1,007
+7% +$119K 0.02% 388
2024
Q2 		$1.43M Sell
13,597
-138
-1% -$14K 0.02% 407
2024
Q1 		$1.38M Buy
13,735
+6,476
+89% +$596K 0.02% 404
2023
Q4 		$601K Buy
7,259
+547
+8% +$37K 0.01% 683
2023
Q3 		$413K Sell
6,712
-452
-6% -$27.4K 0.01% 570
2023
Q2 		$401K Buy
7,164
+552
+8% +$28.9K 0.01% 600
2023
Q1 		$347K Buy
6,612
+407
+7% +$21.8K 0.01% 577
2022
Q4 		$288K Buy
+6,205
New +$302K 0.01% 601
2022
Q3 		– Sell
-4,434
Closed -$205K – 565
2022
Q2 		$205K Buy
4,434
+864
+24% +$45.3K 0.01% 542
2022
Q1 		$209K Buy
+3,570
New +$225K 0.01% 609

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's KKR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its KKR & Co (KKR) stake by 3.1% in Q2 2026, buying an estimated $62.9K and bringing the position to 21,740 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #639.

Sequoia Financial Advisors first reported a position in KKR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.45M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sequoia Financial Advisors held 21,740 shares of KKR & Co worth $2M as of Q2 2026.
  • Sequoia Financial Advisors bought 649 KKR & Co shares in Q2 2026, an estimated $62.9K.
  • KKR & Co made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #639 holding.
  • Sequoia Financial Advisors first reported a position in KKR & Co in Q1 2022 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's KKR & Co position peaked at $3.45M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.