Simon Quick Advisors
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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
Q3 		$499K Buy
5,469
+36
+0.7% +$3.68K 0.02% 289
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Simon Quick Advisors's KKR Position: Q3 2026 in Review

Simon Quick Advisors increased its KKR & Co (KKR) stake by 0.66% in Q3 2026, buying an estimated $3.68K and bringing the position to 5,469 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #289.

Simon Quick Advisors first reported a position in KKR in Q2 2017 and has held it in 17 quarters since. The position peaked at $728K in Q1 2025. 351 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Simon Quick Advisors held 5,469 shares of KKR & Co worth $499K as of Q3 2026.
  • Simon Quick Advisors bought 36 KKR & Co shares in Q3 2026, an estimated $3.68K.
  • KKR & Co made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #289 holding.
  • Simon Quick Advisors first reported a position in KKR & Co in Q2 2017 and has held it in 17 quarters since.
  • Simon Quick Advisors's KKR & Co position peaked at $728K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.