SOA Wealth Advisors’s KKR & Co KKR Stock Holding History

SOA Wealth 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	$7.99K	Buy	+87	New	+$8.44K	﹤0.01%	640
2024 Q4	–	Sell	-453	Closed	-$59.1K	–	888
2024 Q3	$59.1K	Hold	453	–	–	0.01%	299
2024 Q2	$47.6K	Hold	453	–	–	0.01%	315
2024 Q1	$45.5K	Hold	453	–	–	0.01%	319
2023 Q4	$37.5K	Hold	453	–	–	0.01%	329
2023 Q3	$27.9K	Hold	453	–	–	0.01%	359
2023 Q2	$25.3K	Hold	453	–	–	0.01%	393
2023 Q1	$23.8K	Hold	453	–	–	0.01%	395
2022 Q4	$21K	Buy	453 +1	+0.2%	+$49	0.01%	397
2022 Q3	$19K	Hold	452	–	–	0.01%	401
2022 Q2	$20K	Hold	452	–	–	0.01%	386
2022 Q1	$26K	Hold	452	–	–	0.01%	410
2021 Q4	$33K	Hold	452	–	–	0.01%	363
2021 Q3	$27K	Hold	452	–	–	0.01%	402
2021 Q2	$26K	Hold	452	–	–	0.01%	413
2021 Q1	$22K	Hold	452	–	–	0.01%	389
2020 Q4	$21K	Buy	+452	New	+$17.1K	0.01%	392

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SOA Wealth Advisors's KKR Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in KKR & Co (KKR) in Q2 2026: 87 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in KKR as recently as Q3 2024.

SOA Wealth Advisors first reported a position in KKR in Q4 2020 and has held it in 17 quarters since. The position peaked at $59.1K in Q3 2024. 234 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

SOA Wealth Advisors held 87 shares of KKR & Co worth $7.99K as of Q2 2026.
KKR & Co was a new SOA Wealth Advisors position in Q2 2026.
KKR & Co made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #640 holding.
SOA Wealth Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 17 quarters since.
SOA Wealth Advisors's KKR & Co position peaked at $59.1K in Q3 2024.
234 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

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