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Soltis Investment Advisors’s KKR & Co KKR Stock Holding History

Soltis Investment 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 		$271K Sell
2,955
-853
-22% -$82.7K 0.02% 530
2026
Q1 		$352K Buy
3,808
+1,520
+66% +$160K 0.02% 405
2025
Q4 		$292K Buy
2,288
+243
+12% +$30.2K 0.02% 411
2025
Q3 		$266K Buy
2,045
+97
+5% +$13.8K 0.02% 399
2025
Q2 		$259K Buy
1,948
+95
+5% +$11.1K 0.02% 345
2025
Q1 		$214K Buy
1,853
+74
+4% +$10.2K 0.02% 344
2024
Q4 		$263K Buy
1,779
+166
+10% +$24.4K 0.02% 311
2024
Q3 		$211K Sell
1,613
-57,316
-97% -$6.78M 0.02% 341
2024
Q2 		$6.2M Buy
58,929
+4,571
+8% +$465K 0.66% 41
2024
Q1 		$5.47M Buy
+54,358
New +$5M 0.61% 54

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

Soltis Investment Advisors's KKR Position: Q2 2026 in Review

Soltis Investment Advisors reduced its KKR & Co (KKR) stake by 22% in Q2 2026, selling an estimated $82.7K and leaving 2,955 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #530.

Soltis Investment Advisors first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.2M in Q2 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Soltis Investment Advisors held 2,955 shares of KKR & Co worth $271K as of Q2 2026.
  • Soltis Investment Advisors sold 853 KKR & Co shares in Q2 2026, an estimated $82.7K.
  • KKR & Co made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #530 holding.
  • Soltis Investment Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • Soltis Investment Advisors's KKR & Co position peaked at $6.2M in Q2 2024.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.