SQA
KKR icon

Simon Quick Advisors’s KKR & Co KKR Stock Holding History

Simon Quick 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 		$499K Buy
+5,433
New +$527K 0.02% 270
2025
Q3 		– Sell
-2,249
Closed -$299K – 403
2025
Q2 		$299K Sell
2,249
-4,050
-64% -$474K 0.02% 302
2025
Q1 		$728K Buy
6,299
+3,482
+124% +$479K 0.04% 219
2024
Q4 		$417K Buy
2,817
+360
+15% +$52.8K 0.03% 281
2024
Q3 		$321K Buy
2,457
+262
+12% +$31K 0.02% 310
2024
Q2 		$231K Sell
2,195
-3,220
-59% -$328K 0.02% 338
2024
Q1 		$545K Buy
+5,415
New +$498K 0.04% 191
2020
Q4 		– Sell
-929
Closed -$32K – 498
2020
Q3 		$32K Sell
929
-40
-4% -$1.4K 0.01% 252
2020
Q2 		$30K Sell
969
-104
-10% -$2.79K 0.01% 256
2020
Q1 		$25K Sell
1,073
-29
-3% -$833 0.01% 260
2019
Q4 		$32K Sell
1,102
-316
-22% -$9K 0.01% 278
2019
Q3 		$38K Buy
+1,418
New +$37.4K 0.02% 200
2019
Q2 		– Sell
-3,589
Closed -$84K – 545
2019
Q1 		$84K Buy
3,589
+197
+6% +$4.49K 0.04% 135
2018
Q4 		$67K Buy
+3,392
New +$77.6K 0.02% 152
2017
Q4 		– Sell
-1,500
Closed -$30K – 534
2017
Q3 		$30K Hold
1,500
– – 0.01% 325
2017
Q2 		$28K Buy
+1,500
New +$27.5K 0.02% 159

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

Simon Quick Advisors's KKR Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 5,433 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in KKR as recently as Q2 2025.

Simon Quick Advisors first reported a position in KKR in Q2 2017 and has held it in 16 quarters since. The position peaked at $728K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Simon Quick Advisors held 5,433 shares of KKR & Co worth $499K as of Q2 2026.
  • KKR & Co was a new Simon Quick Advisors position in Q2 2026.
  • KKR & Co made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #270 holding.
  • Simon Quick Advisors first reported a position in KKR & Co in Q2 2017 and has held it in 16 quarters since.
  • Simon Quick Advisors's KKR & Co position peaked at $728K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.