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SRH Advisors’s KKR & Co KKR Stock Holding History

SRH 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 		$30.3K Buy
328
+1
+0.3% +$105 0.01% 160
2025
Q4 		$41.7K Buy
+327
New +$40.7K 0.01% 135

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SRH Advisors's KKR Position: Q1 2026 in Review

SRH Advisors increased its KKR & Co (KKR) stake by 0.31% in Q1 2026, buying an estimated $105 and bringing the position to 328 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #160.

SRH Advisors first reported a position in KKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.7K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • SRH Advisors held 328 shares of KKR & Co worth $30.3K as of Q1 2026.
  • SRH Advisors bought 1 KKR & Co share in Q1 2026, an estimated $105.
  • KKR & Co made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #160 holding.
  • SRH Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 2 quarters since.
  • SRH Advisors's KKR & Co position peaked at $41.7K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.