Sound Income Strategies’s KKR & Co KKR Stock Holding History

Sound Income Strategies’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	–	Sell	-1,034	Closed	-$94.4K	–	1512
2026 Q1	$94.4K	Sell	1,034 -50	-5%	-$5.27K	﹤0.01%	620
2025 Q4	$143K	Buy	1,084 +90	+9%	+$11.2K	0.01%	495
2025 Q3	$123K	Buy	994 +1	+0.1%	+$142	0.01%	370
2025 Q2	$132K	Buy	993 +5	+0.5%	+$585	0.01%	343
2025 Q1	$114K	Buy	988 +1	+0.1%	+$138	0.01%	374
2024 Q4	$146K	Buy	987 +7	+0.7%	+$1.03K	0.01%	299
2024 Q3	$128K	Buy	980 +2	+0.2%	+$237	0.01%	306
2024 Q2	$103K	Buy	978 +1	+0.1%	+$102	0.01%	326
2024 Q1	$98.2K	Buy	977 +2	+0.2%	+$184	0.01%	313
2023 Q4	$80.8K	Hold	975	–	–	0.01%	322
2023 Q3	$60.1K	Hold	975	–	–	0.01%	288
2023 Q2	$54.6K	Hold	975	–	–	0.01%	289
2023 Q1	$51.2K	Sell	975 -5	-0.5%	-$268	0.01%	279
2022 Q4	$45.5K	Hold	980	–	–	0.01%	267
2022 Q3	$42K	Sell	980 -311	-24%	-$15.7K	0.01%	252
2022 Q2	$60K	Buy	1,291 +150	+13%	+$7.87K	0.01%	204
2022 Q1	$67K	Buy	1,141 +980	+609%	+$61.7K	0.01%	201
2021 Q4	$12K	Hold	161	–	–	﹤0.01%	444
2021 Q3	$10K	Hold	161	–	–	﹤0.01%	456
2021 Q2	$10K	Hold	161	–	–	﹤0.01%	479
2021 Q1	$7.87K	Hold	161	–	–	﹤0.01%	542
2020 Q4	$7K	Hold	161	–	–	﹤0.01%	530
2020 Q3	$6K	Buy	+161	New	+$5.63K	﹤0.01%	516

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sound Income Strategies's KKR Position: Q2 2026 in Review

Sound Income Strategies sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 1,034 shares — an estimated $94.4K sold.

Sound Income Strategies first reported a position in KKR in Q3 2020 and held it in 23 quarters. The position peaked at $146K in Q4 2024. 900 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Sound Income Strategies reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,034 KKR & Co shares in Q2 2026, an estimated $94.4K.
Sound Income Strategies first reported a position in KKR & Co in Q3 2020 and held it in 23 quarters.
Sound Income Strategies's KKR & Co position peaked at $146K in Q4 2024.
900 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.