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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Soltis Investment Advisors's KKR Position: Q1 2026 in Review

Soltis Investment Advisors increased its KKR & Co (KKR) stake by 66% in Q1 2026, buying an estimated $160K and bringing the position to 3,808 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #405.

Soltis Investment Advisors first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.2M in Q2 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Soltis Investment Advisors held 3,808 shares of KKR & Co worth $352K as of Q1 2026.
Soltis Investment Advisors bought 1,520 KKR & Co shares in Q1 2026, an estimated $160K.
KKR & Co made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #405 holding.
Soltis Investment Advisors first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
Soltis Investment Advisors's KKR & Co position peaked at $6.2M in Q2 2024.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.